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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 | $113,514 | $152,612-25.6% | $125,192-9.3% | $152,897-25.8% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 6.53% | 54.85%-48.3pp | 43.79%-37.3pp | 345.43%-338.9pp |
| Employer contribution / active EE | $1,424 | $4,947-71.2% | $3,866-63.2% | $4,764-70.1% |
| Participant deferral / active EE | $6,607 | $5,868+12.6% | $4,937+33.8% | $5,851+12.9% |
| Admin fee / account holder | $1,005 | $13,437-92.5% | $9,704-89.6% | $11,599-91.3% |