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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 | $158,356 | $105,284+50.4% | $150,734+5.1% | $94,015+68.4% |
| Participation rate | 60.6% | 71.7%-11.1pp | 78.4%-17.8pp | 70.8%-10.2pp |
| Annual return | 6.35% | 15.67%-9.3pp | 600.81%-594.5pp | 17.84%-11.5pp |
| Employer contribution / active EE | $2,769 | $3,599-23.1% | $4,918-43.7% | $2,790-0.8% |
| Participant deferral / active EE | $3,835 | $4,274-10.3% | $5,610-31.6% | $4,249-9.7% |
| Admin fee / account holder | $1,583 | $9,839-83.9% | $14,905-89.4% | $8,951-82.3% |