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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 | $114,448 | $111,814+2.4% | $103,374+10.7% | $145,959-21.6% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 8.99% | 24.77%-15.8pp | 24.89%-15.9pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,069 | $4,214-74.6% | $3,869-72.4% | $4,661-77.1% |
| Participant deferral / active EE | $3,913 | $5,618-30.3% | $5,058-22.6% | $6,689-41.5% |
| Admin fee / account holder | $2,051 | $9,754-79.0% | $8,394-75.6% | $13,398-84.7% |