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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 | $36,367 | $156,398-76.7% | $147,318-75.3% | $138,895-73.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 9.72% | 78.75%-69.0pp | 70.43%-60.7pp | 145.39%-135.7pp |
| Employer contribution / active EE | $1,873 | $4,853-61.4% | $4,593-59.2% | $4,194-55.3% |
| Participant deferral / active EE | $5,142 | $8,237-37.6% | $7,906-35.0% | $6,396-19.6% |
| Admin fee / account holder | $623 | $14,976-95.8% | $13,708-95.5% | $12,562-95.0% |