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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 | $101,978 | $110,379-7.6% | $102,412-0.4% | $145,884-30.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 8.27% | 24.84%-16.6pp | 24.94%-16.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $2,489 | $4,216-41.0% | $3,870-35.7% | $4,662-46.6% |
| Participant deferral / active EE | $3,795 | $5,622-32.5% | $5,060-25.0% | $6,690-43.3% |
| Admin fee / account holder | $5,531 | $9,745-43.2% | $8,388-34.1% | $13,392-58.7% |