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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 | $130,564 | $89,364+46.1% | $141,177-7.5% | $72,983+78.9% |
| Participation rate | 53.1% | 75.1%-22.0pp | 82.5%-29.3pp | 69.5%-16.4pp |
| Annual return | 8.88% | 111.86%-103.0pp | 71.40%-62.5pp | 81.01%-72.1pp |
| Employer contribution / active EE | $950 | $3,115-69.5% | $4,736-79.9% | $2,440-61.1% |
| Participant deferral / active EE | $3,211 | $5,419-40.7% | $6,710-52.1% | $3,608-11.0% |
| Admin fee / account holder | $1,228 | $5,959-79.4% | $10,263-88.0% | $5,124-76.0% |