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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 | $100,080 | $111,814-10.5% | $103,378-3.2% | $145,978-31.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 8.77% | 24.80%-16.0pp | 24.91%-16.1pp | 550.52%-541.7pp |
| Employer contribution / active EE | $4,414 | $4,215+4.7% | $3,870+14.1% | $4,662-5.3% |
| Participant deferral / active EE | $2,098 | $5,618-62.7% | $5,058-58.5% | $6,690-68.6% |
| Admin fee / account holder | $1,482 | $9,764-84.8% | $8,401-82.4% | $13,400-88.9% |