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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 | $132,327 | $154,228-14.2% | $145,433-9.0% | $137,256-3.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 11.55% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,007 | $4,804-58.2% | $4,554-55.9% | $4,156-51.7% |
| Participant deferral / active EE | $4,304 | $8,216-47.6% | $7,897-45.5% | $6,407-32.8% |
| Admin fee / account holder | $24,790 | $14,344+72.8% | $13,129+88.8% | $12,270+102.0% |