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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 | $84,199 | $114,119-26.2% | $107,187-21.4% | $138,895-39.4% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 8.15% | 273.21%-265.1pp | 204.55%-196.4pp | 145.39%-137.2pp |
| Employer contribution / active EE | $1,400 | $4,059-65.5% | $3,782-63.0% | $4,194-66.6% |
| Participant deferral / active EE | $4,211 | $5,538-24.0% | $5,096-17.4% | $6,396-34.2% |
| Admin fee / account holder | $6,099 | $10,024-39.2% | $9,162-33.4% | $12,562-51.5% |