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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 | $100,089 | $105,856-5.4% | $90,161+11.0% | $147,585-32.2% |
| Participation rate | 38.5% | 79.7%-41.3pp | 76.9%-38.4pp | 82.8%-44.4pp |
| Annual return | 1.75% | 37.63%-35.9pp | 34.89%-33.1pp | 578.58%-576.8pp |
| Employer contribution / active EE | $1,103 | $4,126-73.3% | $3,318-66.7% | $4,876-77.4% |
| Participant deferral / active EE | $2,281 | $5,733-60.2% | $5,287-56.9% | $5,439-58.1% |
| Admin fee / account holder | $765 | $8,046-90.5% | $5,943-87.1% | $10,886-93.0% |