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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 | $110,421 | $172,111-35.8% | $150,298-26.5% | $137,256-19.6% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 10.50% | 69.37%-58.9pp | 62.79%-52.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,886 | $4,636-59.3% | $4,154-54.6% | $4,156-54.6% |
| Participant deferral / active EE | $4,275 | $6,166-30.7% | $5,453-21.6% | $6,407-33.3% |
| Admin fee / account holder | $700 | $16,471-95.7% | $14,116-95.0% | $12,270-94.3% |