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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 | $132,033 | $174,379-24.3% | $152,093-13.2% | $138,895-4.9% |
| Participation rate | 46.2% | 81.6%-35.5pp | 77.8%-31.6pp | 79.9%-33.8pp |
| Annual return | 5.77% | 74.86%-69.1pp | 66.36%-60.6pp | 145.39%-139.6pp |
| Employer contribution / active EE | $1,110 | $4,652-76.1% | $4,175-73.4% | $4,194-73.5% |
| Participant deferral / active EE | $6,388 | $6,159+3.7% | $5,451+17.2% | $6,396-0.1% |
| Admin fee / account holder | $13,882 | $16,880-17.8% | $14,497-4.2% | $12,562+10.5% |