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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 | $95,051 | $201,372-52.8% | $184,260-48.4% | $145,884-34.8% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 8.05% | 29.04%-21.0pp | 28.84%-20.8pp | 551.85%-543.8pp |
| Employer contribution / active EE | $2,226 | $7,024-68.3% | $6,427-65.4% | $4,662-52.2% |
| Participant deferral / active EE | $3,654 | $9,808-62.7% | $9,133-60.0% | $6,690-45.4% |
| Admin fee / account holder | $6,119 | $16,362-62.6% | $13,898-56.0% | $13,392-54.3% |