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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 | $92,167 | $110,337-16.5% | $102,383-10.0% | $145,877-36.8% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.8pp |
| Annual return | 6.15% | 24.83%-18.7pp | 24.94%-18.8pp | 551.28%-545.1pp |
| Employer contribution / active EE | $3,101 | $4,216-26.5% | $3,870-19.9% | $4,663-33.5% |
| Participant deferral / active EE | $8,560 | $5,621+52.3% | $5,060+69.2% | $6,691+27.9% |
| Admin fee / account holder | $3,420 | $9,750-64.9% | $8,391-59.2% | $13,402-74.5% |