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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 | $82,886 | $100,147-17.2% | $81,286+2.0% | $145,877-43.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.5%-12.4pp | 80.3%-23.2pp |
| Annual return | 4.94% | 34.44%-29.5pp | 24.80%-19.9pp | 551.28%-546.3pp |
| Employer contribution / active EE | $2,275 | $2,977-23.6% | $2,463-7.6% | $4,663-51.2% |
| Participant deferral / active EE | $5,121 | $4,607+11.2% | $3,883+31.9% | $6,691-23.5% |
| Admin fee / account holder | $4,453 | $8,201-45.7% | $5,764-22.7% | $13,402-66.8% |