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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 | $111,869 | $116,203-3.7% | $93,621+19.5% | $152,897-26.8% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.8%-17.5pp | 82.5%-24.1pp |
| Annual return | 9.05% | 35.96%-26.9pp | 32.76%-23.7pp | 345.43%-336.4pp |
| Employer contribution / active EE | $788 | $3,219-75.5% | $2,719-71.0% | $4,764-83.5% |
| Participant deferral / active EE | $1,919 | $4,605-58.3% | $4,070-52.9% | $5,851-67.2% |
| Admin fee / account holder | $896 | $10,751-91.7% | $7,890-88.6% | $11,599-92.3% |