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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 | $108,091 | $114,119-5.3% | $107,187+0.8% | $138,895-22.2% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 7.84% | 273.21%-265.4pp | 204.55%-196.7pp | 145.39%-137.5pp |
| Employer contribution / active EE | $2,792 | $4,059-31.2% | $3,782-26.2% | $4,194-33.4% |
| Participant deferral / active EE | $10,821 | $5,538+95.4% | $5,096+112.3% | $6,396+69.2% |
| Admin fee / account holder | $3,845 | $10,024-61.6% | $9,162-58.0% | $12,562-69.4% |