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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 | $50,110 | $154,228-67.5% | $145,433-65.5% | $137,256-63.5% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 7.44% | 74.59%-67.1pp | 66.58%-59.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $1,788 | $4,804-62.8% | $4,554-60.7% | $4,156-57.0% |
| Participant deferral / active EE | $3,564 | $8,216-56.6% | $7,897-54.9% | $6,407-44.4% |
| Admin fee / account holder | $7,214 | $14,344-49.7% | $13,129-45.1% | $12,270-41.2% |