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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 | $80,784 | $114,119-29.2% | $107,187-24.6% | $138,895-41.8% |
| Participation rate | 34.8% | 78.1%-43.3pp | 75.0%-40.2pp | 79.9%-45.1pp |
| Annual return | 9.82% | 273.21%-263.4pp | 204.55%-194.7pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,312 | $4,059-67.7% | $3,782-65.3% | $4,194-68.7% |
| Participant deferral / active EE | $3,863 | $5,538-30.2% | $5,096-24.2% | $6,396-39.6% |
| Admin fee / account holder | $11,804 | $10,024+17.8% | $9,162+28.8% | $12,562-6.0% |