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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 | $97,949 | $115,225-15.0% | $100,712-2.7% | $138,895-29.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 8.37% | 40.35%-32.0pp | 33.27%-24.9pp | 145.39%-137.0pp |
| Employer contribution / active EE | $921 | $2,771-66.8% | $2,313-60.2% | $4,194-78.0% |
| Participant deferral / active EE | $4,371 | $4,699-7.0% | $4,085+7.0% | $6,396-31.7% |
| Admin fee / account holder | $20,536 | $10,844+89.4% | $9,256+121.9% | $12,562+63.5% |