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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 | $161,352-26.0% | $134,172-11.0% | $137,256-13.0% |
| Participation rate | 53.3% | 78.3%-25.0pp | 72.5%-19.1pp | 80.0%-26.6pp |
| Annual return | 8.06% | 28.72%-20.7pp | 25.30%-17.2pp | 220.34%-212.3pp |
| Employer contribution / active EE | $1,575 | $4,099-61.6% | $3,420-53.9% | $4,156-62.1% |
| Participant deferral / active EE | $9,507 | $5,552+71.2% | $4,690+102.7% | $6,407+48.4% |
| Admin fee / account holder | $14,065 | $15,028-6.4% | $12,016+17.0% | $12,270+14.6% |