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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 | $108,133 | $154,228-29.9% | $145,433-25.6% | $137,256-21.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 12.24% | 74.59%-62.4pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,980 | $4,804-38.0% | $4,554-34.6% | $4,156-28.3% |
| Participant deferral / active EE | $8,372 | $8,216+1.9% | $7,897+6.0% | $6,407+30.7% |
| Admin fee / account holder | $24,792 | $14,344+72.8% | $13,129+88.8% | $12,270+102.0% |