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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 | $101,457 | $104,937-3.3% | $84,628+19.9% | $152,897-33.6% |
| Participation rate | 41.7% | 74.8%-33.2pp | 68.2%-26.6pp | 82.5%-40.8pp |
| Annual return | 8.81% | 373.88%-365.1pp | 258.80%-250.0pp | 345.43%-336.6pp |
| Employer contribution / active EE | $1,044 | $3,303-68.4% | $2,653-60.7% | $4,764-78.1% |
| Participant deferral / active EE | $1,305 | $4,690-72.2% | $3,900-66.5% | $5,851-77.7% |
| Admin fee / account holder | $916 | $6,243-85.3% | $4,914-81.4% | $11,599-92.1% |