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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 | $107,684 | $85,766+25.6% | $136,298-21.0% | $70,126+53.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 11.15% | 31.46%-20.3pp | 5156.27%-5145.1pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,695 | $2,966-42.9% | $4,696-63.9% | $2,343-27.6% |
| Participant deferral / active EE | $4,611 | $5,051-8.7% | $6,247-26.2% | $3,332+38.4% |
| Admin fee / account holder | $2,475 | $5,421-54.3% | $9,244-73.2% | $4,645-46.7% |