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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 | $74,914 | $154,228-51.4% | $145,433-48.5% | $137,256-45.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 11.85% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $3,700 | $4,804-23.0% | $4,554-18.8% | $4,156-11.0% |
| Participant deferral / active EE | $9,717 | $8,216+18.3% | $7,897+23.0% | $6,407+51.7% |
| Admin fee / account holder | $26,214 | $14,344+82.8% | $13,129+99.7% | $12,270+113.6% |