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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 | $135,887 | $172,111-21.0% | $150,298-9.6% | $137,256-1.0% |
| Participation rate | 55.0% | 81.7%-26.7pp | 77.8%-22.8pp | 80.0%-25.0pp |
| Annual return | 11.15% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,780 | $4,636-61.6% | $4,154-57.1% | $4,156-57.2% |
| Participant deferral / active EE | $4,920 | $6,166-20.2% | $5,453-9.8% | $6,407-23.2% |
| Admin fee / account holder | $600 | $16,471-96.4% | $14,116-95.8% | $12,270-95.1% |