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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 | $98,200 | $91,559+7.3% | $133,971-26.7% | $79,852+23.0% |
| Participation rate | 42.2% | 73.3%-31.1pp | 79.8%-37.6pp | 69.6%-27.4pp |
| Annual return | 7.21% | 61.85%-54.6pp | 45.09%-37.9pp | 31.72%-24.5pp |
| Employer contribution / active EE | $993 | $2,384-58.3% | $3,919-74.7% | $2,471-59.8% |
| Participant deferral / active EE | $1,767 | $3,734-52.7% | $5,047-65.0% | $3,740-52.8% |
| Admin fee / account holder | $1,354 | $6,321-78.6% | $8,929-84.8% | $5,306-74.5% |