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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 | $115,840 | $100,805+14.9% | $86,698+33.6% | $134,532-13.9% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -21.07% | 29.09%-50.2pp | 35.95%-57.0pp | 418.27%-439.3pp |
| Employer contribution / active EE | $3,580 | $3,490+2.6% | $2,837+26.2% | $4,741-24.5% |
| Participant deferral / active EE | $13,479 | $5,339+152.4% | $4,656+189.5% | $6,401+110.6% |
| Admin fee / account holder | $6,469 | $10,925-40.8% | $7,493-13.7% | $11,429-43.4% |