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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 | $106,377 | $135,956-21.8% | $123,894-14.1% | $273,972-61.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 3.15% | 56.63%-53.5pp | 47.52%-44.4pp | 41.46%-38.3pp |
| Employer contribution / active EE | $2,204 | $5,170-57.4% | $4,617-52.3% | $4,869-54.7% |
| Participant deferral / active EE | $3,213 | $6,343-49.3% | $5,984-46.3% | $5,287-39.2% |
| Admin fee / account holder | $8,333 | $9,817-15.1% | $8,357-0.3% | $10,133-17.8% |