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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 | $74,292 | $172,111-56.8% | $150,298-50.6% | $137,256-45.9% |
| Participation rate | 47.6% | 81.7%-34.1pp | 77.8%-30.1pp | 80.0%-32.3pp |
| Annual return | 8.65% | 69.37%-60.7pp | 62.79%-54.1pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,137 | $4,636-75.5% | $4,154-72.6% | $4,156-72.6% |
| Participant deferral / active EE | $1,688 | $6,166-72.6% | $5,453-69.0% | $6,407-73.7% |
| Admin fee / account holder | $7,462 | $16,471-54.7% | $14,116-47.1% | $12,270-39.2% |