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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 | $41,203 | $154,228-73.3% | $145,433-71.7% | $137,256-70.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 12.22% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,652 | $4,804-44.8% | $4,554-41.8% | $4,156-36.2% |
| Participant deferral / active EE | $5,346 | $8,216-34.9% | $7,897-32.3% | $6,407-16.6% |
| Admin fee / account holder | $7,344 | $14,344-48.8% | $13,129-44.1% | $12,270-40.1% |