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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 | $132,292 | $134,817-1.9% | $123,973+6.7% | $155,188-14.8% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.7%-21.1pp | 80.8%-25.2pp |
| Annual return | 6.43% | 515.49%-509.1pp | 388.13%-381.7pp | 148.84%-142.4pp |
| Employer contribution / active EE | $1,739 | $4,425-60.7% | $4,126-57.8% | $4,248-59.1% |
| Participant deferral / active EE | $6,816 | $5,706+19.4% | $5,247+29.9% | $6,531+4.4% |
| Admin fee / account holder | $4,416 | $13,245-66.7% | $11,799-62.6% | $14,480-69.5% |