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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 | $162,136-75.2% | $152,301-73.6% | $154,746-74.0% |
| Participation rate | 53.8% | 84.1%-30.3pp | 82.4%-28.6pp | 80.7%-26.9pp |
| Annual return | 9.81% | 91.02%-81.2pp | 80.50%-70.7pp | 172.34%-162.5pp |
| Employer contribution / active EE | $1,225 | $4,890-75.0% | $4,624-73.5% | $4,379-72.0% |
| Participant deferral / active EE | $2,682 | $8,341-67.8% | $8,004-66.5% | $6,730-60.2% |
| Admin fee / account holder | $6,309 | $15,759-60.0% | $14,398-56.2% | $14,365-56.1% |