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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 | $101,181 | $135,956-25.6% | $123,894-18.3% | $273,972-63.1% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 0.78% | 56.63%-55.8pp | 47.52%-46.7pp | 41.46%-40.7pp |
| Employer contribution / active EE | $905 | $5,170-82.5% | $4,617-80.4% | $4,869-81.4% |
| Participant deferral / active EE | $5,433 | $6,343-14.3% | $5,984-9.2% | $5,287+2.7% |
| Admin fee / account holder | $643 | $9,817-93.4% | $8,357-92.3% | $10,133-93.7% |