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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 | $106,151 | $183,627-42.2% | $155,602-31.8% | $145,978-27.3% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.1pp | 80.3%-33.2pp |
| Annual return | 8.27% | 61.32%-53.0pp | 64.81%-56.5pp | 550.52%-542.2pp |
| Employer contribution / active EE | $1,195 | $5,316-77.5% | $4,675-74.4% | $4,662-74.4% |
| Participant deferral / active EE | $4,051 | $6,466-37.3% | $5,629-28.0% | $6,690-39.4% |
| Admin fee / account holder | $329 | $19,327-98.3% | $15,923-97.9% | $13,400-97.5% |