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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 | $100,042 | $110,379-9.4% | $102,412-2.3% | $145,884-31.4% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.5%-39.5pp | 80.3%-45.3pp |
| Annual return | 8.46% | 24.84%-16.4pp | 24.94%-16.5pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,306 | $4,216-69.0% | $3,870-66.2% | $4,662-72.0% |
| Participant deferral / active EE | $3,683 | $5,622-34.5% | $5,060-27.2% | $6,690-45.0% |
| Admin fee / account holder | $1,176 | $9,745-87.9% | $8,388-86.0% | $13,392-91.2% |