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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 | $164,541 | $185,312-11.2% | $161,489+1.9% | $154,746+6.3% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 3.94% | 103.84%-99.9pp | 89.72%-85.8pp | 172.34%-168.4pp |
| Employer contribution / active EE | $1,012 | $4,769-78.8% | $4,268-76.3% | $4,379-76.9% |
| Participant deferral / active EE | $10,884 | $6,350+71.4% | $5,630+93.3% | $6,730+61.7% |
| Admin fee / account holder | $702 | $18,654-96.2% | $16,006-95.6% | $14,365-95.1% |