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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 | $137,336 | $126,661+8.4% | $113,397+21.1% | $138,895-1.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 9.77% | 25.05%-15.3pp | 23.20%-13.4pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,319 | $3,456-61.8% | $2,977-55.7% | $4,194-68.6% |
| Participant deferral / active EE | $5,986 | $5,693+5.2% | $5,076+17.9% | $6,396-6.4% |
| Admin fee / account holder | $367 | $14,549-97.5% | $11,957-96.9% | $12,562-97.1% |