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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 | $82,316 | $183,592-55.2% | $155,574-47.1% | $145,877-43.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.50% | 61.37%-52.9pp | 64.87%-56.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,300 | $5,317-75.5% | $4,676-72.2% | $4,663-72.1% |
| Participant deferral / active EE | $11,034 | $6,466+70.6% | $5,629+96.0% | $6,691+64.9% |
| Admin fee / account holder | $861 | $19,316-95.5% | $15,914-94.6% | $13,402-93.6% |