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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 | $115,477 | $141,004-18.1% | $112,273+2.9% | $139,466-17.2% |
| Participation rate | 55.6% | 79.2%-23.7pp | 72.4%-16.9pp | 80.3%-24.8pp |
| Annual return | 3.15% | 32.75%-29.6pp | 30.23%-27.1pp | 373.66%-370.5pp |
| Employer contribution / active EE | $868 | $4,285-79.7% | $3,431-74.7% | $4,754-81.7% |
| Participant deferral / active EE | $1,430 | $5,878-75.7% | $4,800-70.2% | $6,712-78.7% |
| Admin fee / account holder | $1,158 | $9,959-88.4% | $7,752-85.1% | $11,409-89.8% |