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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 | $108,006 | $154,228-30.0% | $145,433-25.7% | $137,256-21.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 9.89% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,077 | $4,804-77.6% | $4,554-76.4% | $4,156-74.1% |
| Participant deferral / active EE | $5,471 | $8,216-33.4% | $7,897-30.7% | $6,407-14.6% |
| Admin fee / account holder | $3,122 | $14,344-78.2% | $13,129-76.2% | $12,270-74.6% |