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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 | $94,952 | $157,304-39.6% | $141,197-32.8% | $152,909-37.9% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 11.07% | 64.34%-53.3pp | 71.41%-60.3pp | 345.46%-334.4pp |
| Employer contribution / active EE | $2,799 | $5,263-46.8% | $4,736-40.9% | $4,764-41.2% |
| Participant deferral / active EE | $9,300 | $7,111+30.8% | $6,710+38.6% | $5,851+58.9% |
| Admin fee / account holder | $499 | $12,126-95.9% | $10,265-95.1% | $11,601-95.7% |