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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 | $119,393 | $162,967-26.7% | $135,792-12.1% | $138,895-14.0% |
| Participation rate | 53.3% | 78.3%-25.0pp | 72.6%-19.3pp | 79.9%-26.6pp |
| Annual return | 8.06% | 30.08%-22.0pp | 25.96%-17.9pp | 145.39%-137.3pp |
| Employer contribution / active EE | $1,575 | $4,211-62.6% | $3,496-54.9% | $4,194-62.4% |
| Participant deferral / active EE | $9,507 | $5,640+68.6% | $4,759+99.8% | $6,396+48.6% |
| Admin fee / account holder | $14,065 | $15,306-8.1% | $12,266+14.7% | $12,562+12.0% |