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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 | $40,202 | $154,228-73.9% | $145,433-72.4% | $137,256-70.7% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.3pp | 80.0%-26.1pp |
| Annual return | 9.81% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,225 | $4,804-74.5% | $4,554-73.1% | $4,156-70.5% |
| Participant deferral / active EE | $2,682 | $8,216-67.4% | $7,897-66.0% | $6,407-58.1% |
| Admin fee / account holder | $6,309 | $14,344-56.0% | $13,129-51.9% | $12,270-48.6% |