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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 | $50,577 | $156,398-67.7% | $147,318-65.7% | $138,895-63.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 5.25% | 78.75%-73.5pp | 70.43%-65.2pp | 145.39%-140.1pp |
| Employer contribution / active EE | $923 | $4,853-81.0% | $4,593-79.9% | $4,194-78.0% |
| Participant deferral / active EE | $3,072 | $8,237-62.7% | $7,906-61.1% | $6,396-52.0% |
| Admin fee / account holder | $740 | $14,976-95.1% | $13,708-94.6% | $12,562-94.1% |