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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 | $28,360 | $154,228-81.6% | $145,433-80.5% | $137,256-79.3% |
| Participation rate | 38.9% | 83.8%-44.9pp | 82.1%-43.2pp | 80.0%-41.1pp |
| Annual return | 11.88% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,125 | $4,804-76.6% | $4,554-75.3% | $4,156-72.9% |
| Participant deferral / active EE | $3,111 | $8,216-62.1% | $7,897-60.6% | $6,407-51.4% |
| Admin fee / account holder | $3,795 | $14,344-73.5% | $13,129-71.1% | $12,270-69.1% |