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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 | $137,385 | $156,398-12.2% | $147,318-6.7% | $138,895-1.1% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 11.48% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,675 | $4,853-65.5% | $4,593-63.5% | $4,194-60.1% |
| Participant deferral / active EE | $8,794 | $8,237+6.8% | $7,906+11.2% | $6,396+37.5% |
| Admin fee / account holder | $31,064 | $14,976+107.4% | $13,708+126.6% | $12,562+147.3% |