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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 | $73,592 | $162,136-54.6% | $152,301-51.7% | $154,746-52.4% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 9.01% | 91.02%-82.0pp | 80.50%-71.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $1,828 | $4,890-62.6% | $4,624-60.5% | $4,379-58.3% |
| Participant deferral / active EE | $4,522 | $8,341-45.8% | $8,004-43.5% | $6,730-32.8% |
| Admin fee / account holder | $3,174 | $15,759-79.9% | $14,398-78.0% | $14,365-77.9% |