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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 | $102,029 | $104,694-2.5% | $85,709+19.0% | $167,536-39.1% |
| Participation rate | 47.6% | 76.4%-28.7pp | 69.9%-22.2pp | 82.1%-34.5pp |
| Annual return | 6.64% | 21.45%-14.8pp | 21.49%-14.9pp | 478.82%-472.2pp |
| Employer contribution / active EE | $976 | $3,337-70.7% | $2,619-62.7% | $4,839-79.8% |
| Participant deferral / active EE | $2,485 | $4,826-48.5% | $3,924-36.7% | $6,342-60.8% |
| Admin fee / account holder | $343 | $10,035-96.6% | $6,876-95.0% | $12,315-97.2% |