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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 | $229,717 | $111,814+105.4% | $103,378+122.2% | $145,978+57.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.52% | 24.80%-16.3pp | 24.91%-16.4pp | 550.52%-542.0pp |
| Employer contribution / active EE | $1,928 | $4,215-54.2% | $3,870-50.2% | $4,662-58.6% |
| Participant deferral / active EE | $5,001 | $5,618-11.0% | $5,058-1.1% | $6,690-25.2% |
| Admin fee / account holder | $9,360 | $9,764-4.1% | $8,401+11.4% | $13,400-30.2% |