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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 | $100,856 | $115,225-12.5% | $100,712+0.1% | $138,895-27.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 9.05% | 40.35%-31.3pp | 33.27%-24.2pp | 145.39%-136.3pp |
| Employer contribution / active EE | $1,169 | $2,771-57.8% | $2,313-49.5% | $4,194-72.1% |
| Participant deferral / active EE | $2,340 | $4,699-50.2% | $4,085-42.7% | $6,396-63.4% |
| Admin fee / account holder | $5,029 | $10,844-53.6% | $9,256-45.7% | $12,562-60.0% |