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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 | $117,634 | $148,623-20.9% | $135,974-13.5% | $139,466-15.7% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 11.30% | 79.30%-68.0pp | 68.30%-57.0pp | 373.66%-362.4pp |
| Employer contribution / active EE | $1,921 | $5,246-63.4% | $4,859-60.5% | $4,754-59.6% |
| Participant deferral / active EE | $4,139 | $8,103-48.9% | $7,760-46.7% | $6,712-38.3% |
| Admin fee / account holder | $8,675 | $12,406-30.1% | $10,767-19.4% | $11,409-24.0% |