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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 | $83,352 | $162,136-48.6% | $152,301-45.3% | $154,746-46.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 8.75% | 91.02%-82.3pp | 80.50%-71.8pp | 172.34%-163.6pp |
| Employer contribution / active EE | $1,368 | $4,890-72.0% | $4,624-70.4% | $4,379-68.8% |
| Participant deferral / active EE | $6,833 | $8,341-18.1% | $8,004-14.6% | $6,730+1.5% |
| Admin fee / account holder | $450 | $15,759-97.1% | $14,398-96.9% | $14,365-96.9% |