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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 | $96,443 | $102,609-6.0% | $98,090-1.7% | $138,895-30.6% |
| Participation rate | 53.3% | 82.8%-29.4pp | 81.5%-28.2pp | 79.9%-26.6pp |
| Annual return | 9.91% | 36.44%-26.5pp | 37.05%-27.1pp | 145.39%-135.5pp |
| Employer contribution / active EE | $3,399 | $3,867-12.1% | $3,606-5.7% | $4,194-19.0% |
| Participant deferral / active EE | $6,310 | $8,167-22.7% | $7,845-19.6% | $6,396-1.4% |
| Admin fee / account holder | $15,601 | $11,434+36.4% | $11,815+32.0% | $12,562+24.2% |