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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 | $51,149 | $174,379-70.7% | $152,093-66.4% | $138,895-63.2% |
| Participation rate | 68.2% | 81.6%-13.5pp | 77.8%-9.6pp | 79.9%-11.7pp |
| Annual return | 10.00% | 74.86%-64.9pp | 66.36%-56.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $1,423 | $4,652-69.4% | $4,175-65.9% | $4,194-66.1% |
| Participant deferral / active EE | $5,402 | $6,159-12.3% | $5,451-0.9% | $6,396-15.6% |
| Admin fee / account holder | $2,865 | $16,880-83.0% | $14,497-80.2% | $12,562-77.2% |