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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 | $114,698 | $86,294+32.9% | $111,303+3.0% | $85,856+33.6% |
| Participation rate | 54.5% | 73.3%-18.8pp | 77.3%-22.8pp | 69.3%-14.8pp |
| Annual return | 10.01% | 19.99%-10.0pp | 54.66%-44.6pp | 318.58%-308.6pp |
| Employer contribution / active EE | $1,134 | $2,043-44.5% | $2,731-58.5% | $2,565-55.8% |
| Participant deferral / active EE | $2,622 | $3,641-28.0% | $4,487-41.6% | $3,952-33.6% |
| Admin fee / account holder | $1,457 | $8,189-82.2% | $7,966-81.7% | $6,261-76.7% |