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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 | $30,753 | $185,312-83.4% | $161,489-81.0% | $154,746-80.1% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 9.17% | 103.84%-94.7pp | 89.72%-80.5pp | 172.34%-163.2pp |
| Employer contribution / active EE | $2,804 | $4,769-41.2% | $4,268-34.3% | $4,379-36.0% |
| Participant deferral / active EE | $3,992 | $6,350-37.1% | $5,630-29.1% | $6,730-40.7% |
| Admin fee / account holder | $2,140 | $18,654-88.5% | $16,006-86.6% | $14,365-85.1% |