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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 | $101,983 | $110,410-7.6% | $102,437-0.4% | $145,897-30.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 6.79% | 24.85%-18.1pp | 24.95%-18.2pp | 552.29%-545.5pp |
| Employer contribution / active EE | $1,943 | $4,217-53.9% | $3,871-49.8% | $4,663-58.3% |
| Participant deferral / active EE | $4,610 | $5,622-18.0% | $5,060-8.9% | $6,689-31.1% |
| Admin fee / account holder | $9,519 | $9,745-2.3% | $8,388+13.5% | $13,390-28.9% |