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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 | $55,748 | $156,398-64.4% | $147,318-62.2% | $138,895-59.9% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 9.92% | 78.75%-68.8pp | 70.43%-60.5pp | 145.39%-135.5pp |
| Employer contribution / active EE | $3,919 | $4,853-19.2% | $4,593-14.7% | $4,194-6.6% |
| Participant deferral / active EE | $7,080 | $8,237-14.0% | $7,906-10.4% | $6,396+10.7% |
| Admin fee / account holder | $27,321 | $14,976+82.4% | $13,708+99.3% | $12,562+117.5% |