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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 | $93,106 | $154,228-39.6% | $145,433-36.0% | $137,256-32.2% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 2.66% | 74.59%-71.9pp | 66.58%-63.9pp | 220.34%-217.7pp |
| Employer contribution / active EE | $1,239 | $4,804-74.2% | $4,554-72.8% | $4,156-70.2% |
| Participant deferral / active EE | $2,885 | $8,216-64.9% | $7,897-63.5% | $6,407-55.0% |
| Admin fee / account holder | $4,717 | $14,344-67.1% | $13,129-64.1% | $12,270-61.6% |