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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 | $102,009 | $111,814-8.8% | $103,374-1.3% | $145,959-30.1% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 8.43% | 24.77%-16.3pp | 24.89%-16.5pp | 561.95%-553.5pp |
| Employer contribution / active EE | $1,196 | $4,214-71.6% | $3,869-69.1% | $4,661-74.3% |
| Participant deferral / active EE | $8,775 | $5,618+56.2% | $5,058+73.5% | $6,689+31.2% |
| Admin fee / account holder | $5,180 | $9,754-46.9% | $8,394-38.3% | $13,398-61.3% |