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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 | $132,033 | $181,062-27.1% | $158,223-16.6% | $155,188-14.9% |
| Participation rate | 46.2% | 82.7%-36.5pp | 79.2%-33.0pp | 80.8%-34.6pp |
| Annual return | 5.77% | 57.39%-51.6pp | 52.09%-46.3pp | 148.84%-143.1pp |
| Employer contribution / active EE | $1,110 | $4,565-75.7% | $4,109-73.0% | $4,248-73.9% |
| Participant deferral / active EE | $6,388 | $6,134+4.1% | $5,467+16.8% | $6,531-2.2% |
| Admin fee / account holder | $13,882 | $18,825-26.3% | $16,047-13.5% | $14,480-4.1% |