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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 | $183,592-42.2% | $155,574-31.8% | $145,877-27.2% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.2pp | 80.3%-33.2pp |
| Annual return | 8.27% | 61.37%-53.1pp | 64.87%-56.6pp | 551.28%-543.0pp |
| Employer contribution / active EE | $1,195 | $5,317-77.5% | $4,676-74.5% | $4,663-74.4% |
| Participant deferral / active EE | $4,051 | $6,466-37.3% | $5,629-28.0% | $6,691-39.4% |
| Admin fee / account holder | $329 | $19,316-98.3% | $15,914-97.9% | $13,402-97.5% |