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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 | $119,663 | $129,737-7.8% | $119,126+0.5% | $154,746-22.7% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 8.85% | 379.08%-370.2pp | 282.11%-273.3pp | 172.34%-163.5pp |
| Employer contribution / active EE | $2,551 | $4,375-41.7% | $4,034-36.8% | $4,379-41.7% |
| Participant deferral / active EE | $6,709 | $5,842+14.8% | $5,318+26.2% | $6,730-0.3% |
| Admin fee / account holder | $529 | $11,961-95.6% | $10,693-95.1% | $14,365-96.3% |