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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 | $136,898 | $105,929+29.2% | $81,716+67.5% | $158,966-13.9% |
| Participation rate | 58.8% | 75.6%-16.8pp | 72.0%-13.2pp | 82.0%-23.1pp |
| Annual return | 2.69% | 38.19%-35.5pp | 29.49%-26.8pp | 302.95%-300.3pp |
| Employer contribution / active EE | $1,014 | $7,802-87.0% | $4,310-76.5% | $4,762-78.7% |
| Participant deferral / active EE | $3,758 | $13,007-71.1% | $7,108-47.1% | $5,983-37.2% |
| Admin fee / account holder | $1,859 | $8,492-78.1% | $5,159-64.0% | $11,250-83.5% |