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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 | $141,103 | $172,111-18.0% | $150,298-6.1% | $137,256+2.8% |
| Participation rate | 52.2% | 81.7%-29.5pp | 77.8%-25.6pp | 80.0%-27.8pp |
| Annual return | 10.76% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,125 | $4,636-75.7% | $4,154-72.9% | $4,156-72.9% |
| Participant deferral / active EE | $2,286 | $6,166-62.9% | $5,453-58.1% | $6,407-64.3% |
| Admin fee / account holder | $1,582 | $16,471-90.4% | $14,116-88.8% | $12,270-87.1% |