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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 | $101,249 | $114,119-11.3% | $107,187-5.5% | $138,895-27.1% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 8.74% | 273.21%-264.5pp | 204.55%-195.8pp | 145.39%-136.7pp |
| Employer contribution / active EE | $2,012 | $4,059-50.4% | $3,782-46.8% | $4,194-52.0% |
| Participant deferral / active EE | $3,582 | $5,538-35.3% | $5,096-29.7% | $6,396-44.0% |
| Admin fee / account holder | $3,067 | $10,024-69.4% | $9,162-66.5% | $12,562-75.6% |