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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 | $98,645 | $90,674+8.8% | $96,707+2.0% | $82,448+19.6% |
| Participation rate | 37.9% | 75.9%-38.0pp | 80.4%-42.4pp | 68.1%-30.1pp |
| Annual return | 13.05% | 49.05%-36.0pp | 34.78%-21.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,031 | $3,975-48.9% | $4,191-51.5% | $2,551-20.4% |
| Participant deferral / active EE | $0 | $5,696-100.0% | $5,997-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,056 | $7,568-59.6% | $7,503-59.3% | $7,234-57.8% |