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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 | $115,960 | $184,014-37.0% | $161,149-28.0% | $138,895-16.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 9.11% | 21.52%-12.4pp | 21.16%-12.0pp | 145.39%-136.3pp |
| Employer contribution / active EE | $1,809 | $5,055-64.2% | $4,360-58.5% | $4,194-56.9% |
| Participant deferral / active EE | $8,333 | $6,909+20.6% | $6,153+35.4% | $6,396+30.3% |
| Admin fee / account holder | $1,205 | $18,027-93.3% | $15,194-92.1% | $12,562-90.4% |