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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 | $92,237 | $117,846-21.7% | $102,434-10.0% | $145,884-36.8% |
| Participation rate | 36.4% | 78.6%-42.3pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 4.67% | 31.90%-27.2pp | 29.46%-24.8pp | 551.85%-547.2pp |
| Employer contribution / active EE | $1,082 | $3,615-70.1% | $3,023-64.2% | $4,662-76.8% |
| Participant deferral / active EE | $3,003 | $5,733-47.6% | $5,055-40.6% | $6,690-55.1% |
| Admin fee / account holder | $5,342 | $13,356-60.0% | $9,462-43.5% | $13,392-60.1% |