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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 | $77,693 | $154,228-49.6% | $145,433-46.6% | $137,256-43.4% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.1%-17.4pp | 80.0%-15.3pp |
| Annual return | 4.72% | 74.59%-69.9pp | 66.58%-61.9pp | 220.34%-215.6pp |
| Employer contribution / active EE | $2,042 | $4,804-57.5% | $4,554-55.2% | $4,156-50.9% |
| Participant deferral / active EE | $4,818 | $8,216-41.4% | $7,897-39.0% | $6,407-24.8% |
| Admin fee / account holder | $2,952 | $14,344-79.4% | $13,129-77.5% | $12,270-75.9% |