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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,363 | $174,379-44.7% | $152,093-36.6% | $138,895-30.6% |
| Participation rate | 52.9% | 81.6%-28.7pp | 77.8%-24.8pp | 79.9%-27.0pp |
| Annual return | 9.99% | 74.86%-64.9pp | 66.36%-56.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $1,532 | $4,652-67.1% | $4,175-63.3% | $4,194-63.5% |
| Participant deferral / active EE | $3,097 | $6,159-49.7% | $5,451-43.2% | $6,396-51.6% |
| Admin fee / account holder | $17,151 | $16,880+1.6% | $14,497+18.3% | $12,562+36.5% |