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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 | $72,554 | $156,398-53.6% | $147,318-50.8% | $138,895-47.8% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 12.19% | 78.75%-66.6pp | 70.43%-58.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $1,319 | $4,853-72.8% | $4,593-71.3% | $4,194-68.6% |
| Participant deferral / active EE | $3,005 | $8,237-63.5% | $7,906-62.0% | $6,396-53.0% |
| Admin fee / account holder | $320 | $14,976-97.9% | $13,708-97.7% | $12,562-97.5% |