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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 | $114,261 | $154,228-25.9% | $145,433-21.4% | $137,256-16.8% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 6.24% | 74.59%-68.4pp | 66.58%-60.3pp | 220.34%-214.1pp |
| Employer contribution / active EE | $2,357 | $4,804-50.9% | $4,554-48.2% | $4,156-43.3% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,537 | $14,344-75.3% | $13,129-73.1% | $12,270-71.2% |