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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 | $140,998 | $124,346+13.4% | $111,308+26.7% | $167,536-15.8% |
| Participation rate | 61.9% | 79.6%-17.7pp | 77.3%-15.4pp | 82.1%-20.2pp |
| Annual return | 5.81% | 37.45%-31.6pp | 54.67%-48.9pp | 478.82%-473.0pp |
| Employer contribution / active EE | $1,550 | $3,437-54.9% | $2,732-43.3% | $4,839-68.0% |
| Participant deferral / active EE | $3,681 | $5,182-29.0% | $4,487-18.0% | $6,342-42.0% |
| Admin fee / account holder | $2,241 | $10,621-78.9% | $7,965-71.9% | $12,315-81.8% |