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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 | $131,119 | $86,294+51.9% | $111,303+17.8% | $85,854+52.7% |
| Participation rate | 55.2% | 73.3%-18.2pp | 77.3%-22.1pp | 69.3%-14.1pp |
| Annual return | 10.83% | 19.99%-9.2pp | 54.66%-43.8pp | 318.56%-307.7pp |
| Employer contribution / active EE | $7,199 | $2,043+252.3% | $2,731+163.6% | $2,565+180.6% |
| Participant deferral / active EE | $4,528 | $3,641+24.4% | $4,488+0.9% | $3,952+14.6% |
| Admin fee / account holder | $1,728 | $8,189-78.9% | $7,965-78.3% | $6,260-72.4% |