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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 | $118,719 | $106,280+11.7% | $96,538+23.0% | $139,487-14.9% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 2.06% | 38.48%-36.4pp | 35.74%-33.7pp | 373.84%-371.8pp |
| Employer contribution / active EE | $797 | $4,107-80.6% | $3,740-78.7% | $4,755-83.2% |
| Participant deferral / active EE | $2,614 | $5,457-52.1% | $4,880-46.4% | $6,713-61.1% |
| Admin fee / account holder | $936 | $7,888-88.1% | $6,737-86.1% | $11,407-91.8% |