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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 | $124,057 | $124,336-0.2% | $111,303+11.5% | $167,518-25.9% |
| Participation rate | 69.2% | 79.6%-10.4pp | 77.3%-8.1pp | 82.1%-12.9pp |
| Annual return | 4.86% | 37.45%-32.6pp | 54.66%-49.8pp | 478.71%-473.8pp |
| Employer contribution / active EE | $1,628 | $3,436-52.6% | $2,731-40.4% | $4,838-66.4% |
| Participant deferral / active EE | $1,916 | $5,181-63.0% | $4,487-57.3% | $6,342-69.8% |
| Admin fee / account holder | $440 | $10,623-95.9% | $7,966-94.5% | $12,312-96.4% |