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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 | $113,017 | $110,410+2.4% | $102,437+10.3% | $145,897-22.5% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.5%-39.5pp | 80.3%-45.3pp |
| Annual return | 8.79% | 24.85%-16.1pp | 24.95%-16.2pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,799 | $4,217-33.6% | $3,871-27.7% | $4,663-40.0% |
| Participant deferral / active EE | $3,727 | $5,622-33.7% | $5,060-26.3% | $6,689-44.3% |
| Admin fee / account holder | $438 | $9,745-95.5% | $8,388-94.8% | $13,390-96.7% |