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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 | $115,081 | $98,766+16.5% | $149,730-23.1% | $79,852+44.1% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.6%-7.1pp |
| Annual return | 10.88% | 27.43%-16.5pp | 276.70%-265.8pp | 31.72%-20.8pp |
| Employer contribution / active EE | $2,942 | $3,217-8.5% | $4,645-36.7% | $2,471+19.1% |
| Participant deferral / active EE | $6,537 | $5,681+15.1% | $6,843-4.5% | $3,740+74.8% |
| Admin fee / account holder | $14,681 | $6,052+142.6% | $9,310+57.7% | $5,306+176.7% |