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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 | $84,236 | $110,337-23.7% | $102,383-17.7% | $145,877-42.3% |
| Participation rate | 54.2% | 77.9%-23.8pp | 74.5%-20.3pp | 80.3%-26.1pp |
| Annual return | 8.98% | 24.83%-15.9pp | 24.94%-16.0pp | 551.28%-542.3pp |
| Employer contribution / active EE | $5,345 | $4,216+26.8% | $3,870+38.1% | $4,663+14.6% |
| Participant deferral / active EE | $6,844 | $5,621+21.8% | $5,060+35.3% | $6,691+2.3% |
| Admin fee / account holder | $18,349 | $9,750+88.2% | $8,391+118.7% | $13,402+36.9% |