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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 | $41,198 | $156,398-73.7% | $147,318-72.0% | $138,895-70.3% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 8.59% | 78.75%-70.2pp | 70.43%-61.8pp | 145.39%-136.8pp |
| Employer contribution / active EE | $2,836 | $4,853-41.6% | $4,593-38.3% | $4,194-32.4% |
| Participant deferral / active EE | $6,899 | $8,237-16.3% | $7,906-12.7% | $6,396+7.9% |
| Admin fee / account holder | $3,646 | $14,976-75.7% | $13,708-73.4% | $12,562-71.0% |