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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 | $156,398-74.3% | $147,318-72.7% | $138,895-71.1% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.2pp | 79.9%-26.1pp |
| Annual return | 9.81% | 78.75%-68.9pp | 70.43%-60.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,225 | $4,853-74.8% | $4,593-73.3% | $4,194-70.8% |
| Participant deferral / active EE | $2,682 | $8,237-67.4% | $7,906-66.1% | $6,396-58.1% |
| Admin fee / account holder | $6,309 | $14,976-57.9% | $13,708-54.0% | $12,562-49.8% |