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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 | $107,166 | $85,766+25.0% | $136,298-21.4% | $70,126+52.8% |
| Participation rate | 34.9% | 74.2%-39.3pp | 81.9%-47.0pp | 69.5%-34.7pp |
| Annual return | 12.09% | 31.46%-19.4pp | 5156.27%-5144.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $984 | $2,966-66.8% | $4,696-79.0% | $2,343-58.0% |
| Participant deferral / active EE | $3,833 | $5,051-24.1% | $6,247-38.6% | $3,332+15.0% |
| Admin fee / account holder | $2,649 | $5,421-51.1% | $9,244-71.3% | $4,645-43.0% |