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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 | $80,533 | $88,672-9.2% | $105,223-23.5% | $82,448-2.3% |
| Participation rate | 52.0% | 67.9%-15.9pp | 75.0%-23.0pp | 68.1%-16.1pp |
| Annual return | 9.89% | 30.86%-21.0pp | 180.65%-170.8pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,612 | $3,048-47.1% | $3,689-56.3% | $2,551-36.8% |
| Participant deferral / active EE | $3,891 | $4,036-3.6% | $5,072-23.3% | $4,139-6.0% |
| Admin fee / account holder | $5,233 | $7,146-26.8% | $8,859-40.9% | $7,234-27.7% |