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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 | $101,058 | $100,901+0.2% | $75,501+33.9% | $147,586-31.5% |
| Participation rate | 47.4% | 77.1%-29.8pp | 72.4%-25.0pp | 82.8%-35.5pp |
| Annual return | 4.85% | 35.78%-30.9pp | 27.35%-22.5pp | 578.59%-573.7pp |
| Employer contribution / active EE | $2,481 | $3,253-23.7% | $2,352+5.5% | $4,876-49.1% |
| Participant deferral / active EE | $3,576 | $4,027-11.2% | $3,142+13.8% | $5,439-34.2% |
| Admin fee / account holder | $1,757 | $11,285-84.4% | $5,801-69.7% | $10,886-83.9% |