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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 | $101,736 | $66,402+53.2% | $109,907-7.4% | $85,847+18.5% |
| Participation rate | 56.9% | 63.9%-7.0pp | 74.2%-17.4pp | 69.3%-12.5pp |
| Annual return | 8.31% | 19.59%-11.3pp | 29.46%-21.1pp | 318.61%-310.3pp |
| Employer contribution / active EE | $640 | $1,687-62.1% | $2,844-77.5% | $2,565-75.1% |
| Participant deferral / active EE | $2,659 | $2,842-6.5% | $4,047-34.3% | $3,952-32.7% |
| Admin fee / account holder | $2,317 | $4,557-49.2% | $6,069-61.8% | $6,261-63.0% |