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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 | $125,718 | $117,829+6.7% | $102,423+22.7% | $145,877-13.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 7.69% | 31.83%-24.1pp | 29.42%-21.7pp | 551.28%-543.6pp |
| Employer contribution / active EE | $2,073 | $3,615-42.7% | $3,023-31.4% | $4,663-55.5% |
| Participant deferral / active EE | $5,878 | $5,732+2.5% | $5,054+16.3% | $6,691-12.1% |
| Admin fee / account holder | $2,350 | $13,335-82.4% | $9,455-75.1% | $13,402-82.5% |