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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 | $71,132 | $172,111-58.7% | $150,298-52.7% | $137,256-48.2% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 10.39% | 69.37%-59.0pp | 62.79%-52.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,327 | $4,636-71.4% | $4,154-68.0% | $4,156-68.1% |
| Participant deferral / active EE | $4,493 | $6,166-27.1% | $5,453-17.6% | $6,407-29.9% |
| Admin fee / account holder | $11,607 | $16,471-29.5% | $14,116-17.8% | $12,270-5.4% |