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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 | $162,136-52.1% | $152,301-49.0% | $154,746-49.8% |
| Participation rate | 64.7% | 84.1%-19.4pp | 82.4%-17.7pp | 80.7%-16.0pp |
| Annual return | 4.72% | 91.02%-86.3pp | 80.50%-75.8pp | 172.34%-167.6pp |
| Employer contribution / active EE | $2,042 | $4,890-58.2% | $4,624-55.8% | $4,379-53.4% |
| Participant deferral / active EE | $4,818 | $8,341-42.2% | $8,004-39.8% | $6,730-28.4% |
| Admin fee / account holder | $2,952 | $15,759-81.3% | $14,398-79.5% | $14,365-79.4% |