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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 | $140,497 | $154,228-8.9% | $145,433-3.4% | $137,256+2.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 9.61% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $3,099 | $4,804-35.5% | $4,554-32.0% | $4,156-25.4% |
| Participant deferral / active EE | $7,365 | $8,216-10.4% | $7,897-6.7% | $6,407+15.0% |
| Admin fee / account holder | $119,619 | $14,344+734.0% | $13,129+811.1% | $12,270+874.9% |