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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 | $89,094 | $102,609-13.2% | $98,090-9.2% | $138,895-35.9% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 7.95% | 36.44%-28.5pp | 37.05%-29.1pp | 145.39%-137.4pp |
| Employer contribution / active EE | $1,347 | $3,867-65.2% | $3,606-62.6% | $4,194-67.9% |
| Participant deferral / active EE | $4,371 | $8,167-46.5% | $7,845-44.3% | $6,396-31.7% |
| Admin fee / account holder | $986 | $11,434-91.4% | $11,815-91.7% | $12,562-92.2% |