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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 | $118,927 | $155,555-23.5% | $146,866-19.0% | $155,188-23.4% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 8.78% | 115.41%-106.6pp | 102.85%-94.1pp | 148.84%-140.1pp |
| Employer contribution / active EE | $791 | $4,647-83.0% | $4,425-82.1% | $4,248-81.4% |
| Participant deferral / active EE | $6,557 | $8,044-18.5% | $7,759-15.5% | $6,531+0.4% |
| Admin fee / account holder | $637 | $14,755-95.7% | $13,620-95.3% | $14,480-95.6% |