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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 | $154,228-46.0% | $145,433-42.7% | $137,256-39.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 8.75% | 74.59%-65.8pp | 66.58%-57.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,368 | $4,804-71.5% | $4,554-70.0% | $4,156-67.1% |
| Participant deferral / active EE | $6,833 | $8,216-16.8% | $7,897-13.5% | $6,407+6.6% |
| Admin fee / account holder | $450 | $14,344-96.9% | $13,129-96.6% | $12,270-96.3% |