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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 | $127,348 | $94,766+34.4% | $112,923+12.8% | $139,487-8.7% |
| Participation rate | 61.5% | 81.3%-19.8pp | 80.5%-19.0pp | 80.3%-18.8pp |
| Annual return | 12.00% | 40.96%-29.0pp | 34.13%-22.1pp | 373.84%-361.8pp |
| Employer contribution / active EE | $2,264 | $4,636-51.2% | $4,570-50.5% | $4,755-52.4% |
| Participant deferral / active EE | $3,874 | $6,523-40.6% | $6,520-40.6% | $6,713-42.3% |
| Admin fee / account holder | $1,552 | $8,529-81.8% | $7,046-78.0% | $11,407-86.4% |