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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 | $88,751 | $124,298-28.6% | $109,152-18.7% | $167,497-47.0% |
| Participation rate | 58.3% | 79.4%-21.1pp | 75.9%-17.5pp | 82.1%-23.8pp |
| Annual return | 8.98% | 26.04%-17.1pp | 25.75%-16.8pp | 478.62%-469.6pp |
| Employer contribution / active EE | $1,636 | $4,208-61.1% | $3,722-56.0% | $4,838-66.2% |
| Participant deferral / active EE | $5,607 | $5,256+6.7% | $4,653+20.5% | $6,341-11.6% |
| Admin fee / account holder | $2,910 | $7,971-63.5% | $6,753-56.9% | $12,310-76.4% |