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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 | $39,296 | $154,228-74.5% | $145,433-73.0% | $137,256-71.4% |
| Participation rate | 53.3% | 83.8%-30.5pp | 82.1%-28.8pp | 80.0%-26.6pp |
| Annual return | 11.05% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,861 | $4,804-61.3% | $4,554-59.1% | $4,156-55.2% |
| Participant deferral / active EE | $3,567 | $8,216-56.6% | $7,897-54.8% | $6,407-44.3% |
| Admin fee / account holder | $1,634 | $14,344-88.6% | $13,129-87.6% | $12,270-86.7% |