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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 | $136,059 | $89,370+52.2% | $141,197-3.6% | $72,976+86.4% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 10.02% | 111.88%-101.9pp | 71.41%-61.4pp | 81.02%-71.0pp |
| Employer contribution / active EE | $2,781 | $3,115-10.7% | $4,736-41.3% | $2,440+14.0% |
| Participant deferral / active EE | $5,195 | $5,419-4.1% | $6,710-22.6% | $3,608+44.0% |
| Admin fee / account holder | $4,689 | $5,957-21.3% | $10,265-54.3% | $5,124-8.5% |