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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 | $110,881 | $157,304-29.5% | $141,197-21.5% | $152,909-27.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 10.07% | 64.34%-54.3pp | 71.41%-61.3pp | 345.46%-335.4pp |
| Employer contribution / active EE | $3,147 | $5,263-40.2% | $4,736-33.6% | $4,764-34.0% |
| Participant deferral / active EE | $5,681 | $7,111-20.1% | $6,710-15.3% | $5,851-2.9% |
| Admin fee / account holder | $925 | $12,126-92.4% | $10,265-91.0% | $11,601-92.0% |