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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 | $101,290 | $127,296-20.4% | $109,907-7.8% | $167,536-39.5% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.2%-40.9pp | 82.1%-48.8pp |
| Annual return | 3.89% | 22.97%-19.1pp | 29.46%-25.6pp | 478.82%-474.9pp |
| Employer contribution / active EE | $493 | $3,325-85.2% | $2,844-82.7% | $4,839-89.8% |
| Participant deferral / active EE | $887 | $4,513-80.4% | $4,047-78.1% | $6,342-86.0% |
| Admin fee / account holder | $11,500 | $7,119+61.5% | $6,069+89.5% | $12,315-6.6% |