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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 | $128,447 | $154,228-16.7% | $145,433-11.7% | $137,256-6.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 11.16% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,086 | $4,804-77.4% | $4,554-76.2% | $4,156-73.9% |
| Participant deferral / active EE | $3,006 | $8,216-63.4% | $7,897-61.9% | $6,407-53.1% |
| Admin fee / account holder | $8,920 | $14,344-37.8% | $13,129-32.1% | $12,270-27.3% |