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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 | $125,451 | $157,276-20.2% | $141,177-11.1% | $152,885-17.9% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 12.04% | 64.33%-52.3pp | 71.40%-59.4pp | 345.39%-333.4pp |
| Employer contribution / active EE | $2,065 | $5,262-60.7% | $4,736-56.4% | $4,763-56.6% |
| Participant deferral / active EE | $7,422 | $7,110+4.4% | $6,710+10.6% | $5,851+26.9% |
| Admin fee / account holder | $4,203 | $12,123-65.3% | $10,263-59.0% | $11,598-63.8% |