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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 | $127,945 | $174,379-26.6% | $152,093-15.9% | $138,895-7.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 8.43% | 74.86%-66.4pp | 66.36%-57.9pp | 145.39%-137.0pp |
| Employer contribution / active EE | $1,649 | $4,652-64.6% | $4,175-60.5% | $4,194-60.7% |
| Participant deferral / active EE | $7,552 | $6,159+22.6% | $5,451+38.5% | $6,396+18.1% |
| Admin fee / account holder | $3,673 | $16,880-78.2% | $14,497-74.7% | $12,562-70.8% |