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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 | $162,136-20.8% | $152,301-15.7% | $154,746-17.0% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 11.16% | 91.02%-79.9pp | 80.50%-69.3pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,086 | $4,890-77.8% | $4,624-76.5% | $4,379-75.2% |
| Participant deferral / active EE | $3,006 | $8,341-64.0% | $8,004-62.4% | $6,730-55.3% |
| Admin fee / account holder | $8,920 | $15,759-43.4% | $14,398-38.0% | $14,365-37.9% |