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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 | $96,044 | $114,119-15.8% | $107,187-10.4% | $138,895-30.9% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 8.81% | 273.21%-264.4pp | 204.55%-195.7pp | 145.39%-136.6pp |
| Employer contribution / active EE | $2,606 | $4,059-35.8% | $3,782-31.1% | $4,194-37.9% |
| Participant deferral / active EE | $6,464 | $5,538+16.7% | $5,096+26.8% | $6,396+1.1% |
| Admin fee / account holder | $9,908 | $10,024-1.2% | $9,162+8.1% | $12,562-21.1% |