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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 | $126,634 | $104,694+21.0% | $85,709+47.7% | $167,536-24.4% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 8.01% | 21.45%-13.4pp | 21.49%-13.5pp | 478.82%-470.8pp |
| Employer contribution / active EE | $1,264 | $3,337-62.1% | $2,619-51.7% | $4,839-73.9% |
| Participant deferral / active EE | $3,487 | $4,826-27.7% | $3,924-11.1% | $6,342-45.0% |
| Admin fee / account holder | $4,574 | $10,035-54.4% | $6,876-33.5% | $12,315-62.9% |