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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 | $125,451 | $105,856+18.5% | $90,161+39.1% | $147,586-15.0% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 8.07% | 37.63%-29.6pp | 34.89%-26.8pp | 578.59%-570.5pp |
| Employer contribution / active EE | $546 | $4,126-86.8% | $3,318-83.5% | $4,876-88.8% |
| Participant deferral / active EE | $2,886 | $5,733-49.7% | $5,287-45.4% | $5,439-46.9% |
| Admin fee / account holder | $15,311 | $8,046+90.3% | $5,943+157.6% | $10,886+40.7% |