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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 | $120,813 | $110,212+9.6% | $96,534+25.2% | $139,466-13.4% |
| Participation rate | 37.5% | 78.1%-40.6pp | 76.0%-38.5pp | 80.3%-42.8pp |
| Annual return | 7.96% | 26.42%-18.5pp | 25.88%-17.9pp | 373.66%-365.7pp |
| Employer contribution / active EE | $1,619 | $3,620-55.3% | $2,965-45.4% | $4,754-65.9% |
| Participant deferral / active EE | $7,175 | $5,547+29.3% | $4,851+47.9% | $6,712+6.9% |
| Admin fee / account holder | $1,244 | $11,599-89.3% | $8,253-84.9% | $11,409-89.1% |