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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 | $58,031 | $154,228-62.4% | $145,433-60.1% | $137,256-57.7% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 11.36% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,678 | $4,804-65.1% | $4,554-63.2% | $4,156-59.6% |
| Participant deferral / active EE | $3,241 | $8,216-60.6% | $7,897-59.0% | $6,407-49.4% |
| Admin fee / account holder | $13,269 | $14,344-7.5% | $13,129+1.1% | $12,270+8.1% |