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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 | $75,757 | $183,516-58.7% | $155,534-51.3% | $145,884-48.1% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 8.36% | 61.43%-53.1pp | 64.92%-56.6pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,860 | $5,315-65.0% | $4,675-60.2% | $4,662-60.1% |
| Participant deferral / active EE | $6,492 | $6,467+0.4% | $5,630+15.3% | $6,690-2.9% |
| Admin fee / account holder | $701 | $19,293-96.4% | $15,900-95.6% | $13,392-94.8% |