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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 | $129,449 | $110,337+17.3% | $102,383+26.4% | $145,877-11.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 4.41% | 24.83%-20.4pp | 24.94%-20.5pp | 551.28%-546.9pp |
| Employer contribution / active EE | $1,294 | $4,216-69.3% | $3,870-66.6% | $4,663-72.2% |
| Participant deferral / active EE | $10,928 | $5,621+94.4% | $5,060+116.0% | $6,691+63.3% |
| Admin fee / account holder | $1,707 | $9,750-82.5% | $8,391-79.7% | $13,402-87.3% |