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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 | $105,184 | $117,895-10.8% | $102,460+2.7% | $145,897-27.9% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 6.52% | 31.92%-25.4pp | 29.47%-22.9pp | 552.29%-545.8pp |
| Employer contribution / active EE | $1,156 | $3,619-68.1% | $3,025-61.8% | $4,663-75.2% |
| Participant deferral / active EE | $3,303 | $5,736-42.4% | $5,056-34.7% | $6,689-50.6% |
| Admin fee / account holder | $2,167 | $13,353-83.8% | $9,460-77.1% | $13,390-83.8% |