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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 | $63,276 | $156,398-59.5% | $147,318-57.0% | $138,895-54.4% |
| Participation rate | 58.3% | 83.8%-25.4pp | 82.1%-23.7pp | 79.9%-21.6pp |
| Annual return | 5.31% | 78.75%-73.4pp | 70.43%-65.1pp | 145.39%-140.1pp |
| Employer contribution / active EE | $1,918 | $4,853-60.5% | $4,593-58.3% | $4,194-54.3% |
| Participant deferral / active EE | $4,859 | $8,237-41.0% | $7,906-38.5% | $6,396-24.0% |
| Admin fee / account holder | $3,687 | $14,976-75.4% | $13,708-73.1% | $12,562-70.7% |