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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 | $98,442 | $183,627-46.4% | $155,602-36.7% | $145,978-32.6% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 4.01% | 61.32%-57.3pp | 64.81%-60.8pp | 550.52%-546.5pp |
| Employer contribution / active EE | $26,286 | $5,316+394.4% | $4,675+462.2% | $4,662+463.9% |
| Participant deferral / active EE | $10,167 | $6,466+57.2% | $5,629+80.6% | $6,690+52.0% |
| Admin fee / account holder | $467 | $19,327-97.6% | $15,923-97.1% | $13,400-96.5% |