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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 | $129,867 | $106,247+22.2% | $96,515+34.6% | $139,466-6.9% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 5.58% | 38.47%-32.9pp | 35.73%-30.2pp | 373.66%-368.1pp |
| Employer contribution / active EE | $833 | $4,106-79.7% | $3,740-77.7% | $4,754-82.5% |
| Participant deferral / active EE | $3,861 | $5,456-29.2% | $4,880-20.9% | $6,712-42.5% |
| Admin fee / account holder | $875 | $7,885-88.9% | $6,735-87.0% | $11,409-92.3% |