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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 | $112,048 | $202,463-44.7% | $169,397-33.9% | $139,487-19.7% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 8.18% | 532.64%-524.5pp | 406.23%-398.1pp | 373.84%-365.7pp |
| Employer contribution / active EE | $3,468 | $4,694-26.1% | $4,013-13.6% | $4,755-27.1% |
| Participant deferral / active EE | $10,910 | $6,941+57.2% | $6,223+75.3% | $6,713+62.5% |
| Admin fee / account holder | $15,364 | $10,726+43.2% | $9,017+70.4% | $11,407+34.7% |