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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 | $112,472 | $174,379-35.5% | $152,093-26.1% | $138,895-19.0% |
| Participation rate | 38.1% | 81.6%-43.5pp | 77.8%-39.7pp | 79.9%-41.8pp |
| Annual return | 10.99% | 74.86%-63.9pp | 66.36%-55.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $2,142 | $4,652-53.9% | $4,175-48.7% | $4,194-48.9% |
| Participant deferral / active EE | $4,500 | $6,159-26.9% | $5,451-17.4% | $6,396-29.6% |
| Admin fee / account holder | $3,764 | $16,880-77.7% | $14,497-74.0% | $12,562-70.0% |