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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 | $131,922 | $156,398-15.6% | $147,318-10.5% | $138,895-5.0% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.5pp | 79.9%-25.4pp |
| Annual return | 10.71% | 78.75%-68.0pp | 70.43%-59.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $1,541 | $4,853-68.3% | $4,593-66.5% | $4,194-63.3% |
| Participant deferral / active EE | $5,836 | $8,237-29.2% | $7,906-26.2% | $6,396-8.8% |
| Admin fee / account holder | $1,580 | $14,976-89.4% | $13,708-88.5% | $12,562-87.4% |