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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 | $89,388 | $114,119-21.7% | $107,187-16.6% | $138,895-35.6% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 10.10% | 273.21%-263.1pp | 204.55%-194.4pp | 145.39%-135.3pp |
| Employer contribution / active EE | $2,018 | $4,059-50.3% | $3,782-46.6% | $4,194-51.9% |
| Participant deferral / active EE | $16,047 | $5,538+189.8% | $5,096+214.9% | $6,396+150.9% |
| Admin fee / account holder | $5,841 | $10,024-41.7% | $9,162-36.2% | $12,562-53.5% |