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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 | $99,081 | $106,247-6.7% | $96,515+2.7% | $139,466-29.0% |
| Participation rate | 26.3% | 77.8%-51.5pp | 74.3%-48.0pp | 80.3%-54.0pp |
| Annual return | 7.54% | 38.47%-30.9pp | 35.73%-28.2pp | 373.66%-366.1pp |
| Employer contribution / active EE | $990 | $4,106-75.9% | $3,740-73.5% | $4,754-79.2% |
| Participant deferral / active EE | $2,562 | $5,456-53.0% | $4,880-47.5% | $6,712-61.8% |
| Admin fee / account holder | $42,482 | $7,885+438.8% | $6,735+530.7% | $11,409+272.4% |