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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 | $55,237 | $174,379-68.3% | $152,093-63.7% | $138,895-60.2% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 9.78% | 74.86%-65.1pp | 66.36%-56.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $946 | $4,652-79.7% | $4,175-77.4% | $4,194-77.5% |
| Participant deferral / active EE | $5,079 | $6,159-17.5% | $5,451-6.8% | $6,396-20.6% |
| Admin fee / account holder | $3,358 | $16,880-80.1% | $14,497-76.8% | $12,562-73.3% |