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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 | $99,954 | $93,345+7.1% | $119,126-16.1% | $87,485+14.3% |
| Participation rate | 58.7% | 68.7%-10.0pp | 75.8%-17.1pp | 68.9%-10.2pp |
| Annual return | 11.24% | 19.08%-7.8pp | 282.11%-270.9pp | 26.06%-14.8pp |
| Employer contribution / active EE | $1,926 | $3,172-39.3% | $4,034-52.3% | $2,596-25.8% |
| Participant deferral / active EE | $5,021 | $4,099+22.5% | $5,318-5.6% | $4,274+17.5% |
| Admin fee / account holder | $11,150 | $8,039+38.7% | $10,693+4.3% | $7,775+43.4% |