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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 | $128,245 | $183,516-30.1% | $155,534-17.5% | $145,884-12.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.17% | 61.43%-54.3pp | 64.92%-57.7pp | 551.85%-544.7pp |
| Employer contribution / active EE | $4,466 | $5,315-16.0% | $4,675-4.5% | $4,662-4.2% |
| Participant deferral / active EE | $6,038 | $6,467-6.6% | $5,630+7.2% | $6,690-9.7% |
| Admin fee / account holder | $590 | $19,293-96.9% | $15,900-96.3% | $13,392-95.6% |