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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 | $64,175 | $162,136-60.4% | $152,301-57.9% | $154,746-58.5% |
| Participation rate | 44.4% | 84.1%-39.7pp | 82.4%-38.0pp | 80.7%-36.3pp |
| Annual return | 11.29% | 91.02%-79.7pp | 80.50%-69.2pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,618 | $4,890-66.9% | $4,624-65.0% | $4,379-63.1% |
| Participant deferral / active EE | $4,522 | $8,341-45.8% | $8,004-43.5% | $6,730-32.8% |
| Admin fee / account holder | $2,141 | $15,759-86.4% | $14,398-85.1% | $14,365-85.1% |