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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 | $99,547 | $110,379-9.8% | $102,412-2.8% | $145,884-31.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 8.99% | 24.84%-15.8pp | 24.94%-15.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $2,118 | $4,216-49.8% | $3,870-45.3% | $4,662-54.6% |
| Participant deferral / active EE | $5,814 | $5,622+3.4% | $5,060+14.9% | $6,690-13.1% |
| Admin fee / account holder | $3,373 | $9,745-65.4% | $8,388-59.8% | $13,392-74.8% |