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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 | $125,517 | $165,381-24.1% | $149,730-16.2% | $158,966-21.0% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 7.03% | 348.29%-341.3pp | 276.70%-269.7pp | 302.95%-295.9pp |
| Employer contribution / active EE | $2,416 | $5,104-52.7% | $4,645-48.0% | $4,762-49.3% |
| Participant deferral / active EE | $6,920 | $7,182-3.6% | $6,843+1.1% | $5,983+15.7% |
| Admin fee / account holder | $15,652 | $10,809+44.8% | $9,310+68.1% | $11,250+39.1% |