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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 | $110,796 | $113,016-2.0% | $103,447+7.1% | $74,429+48.9% |
| Participation rate | 40.6% | 80.8%-40.2pp | 80.5%-40.0pp | 67.2%-26.6pp |
| Annual return | 10.44% | 23.24%-12.8pp | 23.92%-13.5pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $2,998 | $4,881-38.6% | $4,678-35.9% | $2,625+14.2% |
| Participant deferral / active EE | $5,230 | $7,279-28.2% | $6,624-21.0% | $4,348+20.3% |
| Admin fee / account holder | $1,270 | $1,709-25.7% | $9,415-86.5% | $1,944-34.7% |