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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 | $86,689 | $135,956-36.2% | $123,894-30.0% | $273,972-68.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 1.62% | 56.63%-55.0pp | 47.52%-45.9pp | 41.46%-39.8pp |
| Employer contribution / active EE | $1,274 | $5,170-75.4% | $4,617-72.4% | $4,869-73.8% |
| Participant deferral / active EE | $6,977 | $6,343+10.0% | $5,984+16.6% | $5,287+32.0% |
| Admin fee / account holder | $2,187 | $9,817-77.7% | $8,357-73.8% | $10,133-78.4% |