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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 | $46,564 | $162,136-71.3% | $152,301-69.4% | $154,746-69.9% |
| Participation rate | 57.9% | 84.1%-26.2pp | 82.4%-24.6pp | 80.7%-22.8pp |
| Annual return | 9.69% | 91.02%-81.3pp | 80.50%-70.8pp | 172.34%-162.7pp |
| Employer contribution / active EE | $2,090 | $4,890-57.3% | $4,624-54.8% | $4,379-52.3% |
| Participant deferral / active EE | $6,284 | $8,341-24.7% | $8,004-21.5% | $6,730-6.6% |
| Admin fee / account holder | $1,989 | $15,759-87.4% | $14,398-86.2% | $14,365-86.2% |