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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 | $117,355 | $201,372-41.7% | $184,260-36.3% | $145,884-19.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 6.90% | 29.04%-22.1pp | 28.84%-21.9pp | 551.85%-544.9pp |
| Employer contribution / active EE | $3,053 | $7,024-56.5% | $6,427-52.5% | $4,662-34.5% |
| Participant deferral / active EE | $6,770 | $9,808-31.0% | $9,133-25.9% | $6,690+1.2% |
| Admin fee / account holder | $7,688 | $16,362-53.0% | $13,898-44.7% | $13,392-42.6% |