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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 | $117,673 | $110,337+6.6% | $102,383+14.9% | $145,877-19.3% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 7.94% | 24.83%-16.9pp | 24.94%-17.0pp | 551.28%-543.3pp |
| Employer contribution / active EE | $3,400 | $4,216-19.3% | $3,870-12.1% | $4,663-27.1% |
| Participant deferral / active EE | $7,526 | $5,621+33.9% | $5,060+48.7% | $6,691+12.5% |
| Admin fee / account holder | $16,326 | $9,750+67.5% | $8,391+94.6% | $13,402+21.8% |