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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 | $99,051 | $117,444-15.7% | $99,479-0.4% | $152,909-35.2% |
| Participation rate | 62.5% | 77.5%-15.0pp | 73.8%-11.3pp | 82.5%-20.0pp |
| Annual return | 4.19% | 31.87%-27.7pp | 30.72%-26.5pp | 345.46%-341.3pp |
| Employer contribution / active EE | $8,071 | $3,014+167.8% | $2,540+217.7% | $4,764+69.4% |
| Participant deferral / active EE | $799 | $4,086-80.5% | $3,619-77.9% | $5,851-86.3% |
| Admin fee / account holder | $432 | $7,635-94.3% | $6,253-93.1% | $11,601-96.3% |