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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 | $140,551 | $106,247+32.3% | $96,515+45.6% | $139,466+0.8% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 10.66% | 38.47%-27.8pp | 35.73%-25.1pp | 373.66%-363.0pp |
| Employer contribution / active EE | $946 | $4,106-77.0% | $3,740-74.7% | $4,754-80.1% |
| Participant deferral / active EE | $2,003 | $5,456-63.3% | $4,880-58.9% | $6,712-70.2% |
| Admin fee / account holder | $1,254 | $7,885-84.1% | $6,735-81.4% | $11,409-89.0% |