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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 | $103,812 | $183,516-43.4% | $155,534-33.3% | $145,884-28.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 6.74% | 61.43%-54.7pp | 64.92%-58.2pp | 551.85%-545.1pp |
| Employer contribution / active EE | $6,275 | $5,315+18.1% | $4,675+34.2% | $4,662+34.6% |
| Participant deferral / active EE | $8,261 | $6,467+27.7% | $5,630+46.7% | $6,690+23.5% |
| Admin fee / account holder | $791 | $19,293-95.9% | $15,900-95.0% | $13,392-94.1% |