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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 | $126,138 | $232,540-45.8% | $185,117-31.9% | $147,586-14.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 3.47% | 43.03%-39.6pp | 40.50%-37.0pp | 578.59%-575.1pp |
| Employer contribution / active EE | $2,015 | $5,195-61.2% | $4,182-51.8% | $4,876-58.7% |
| Participant deferral / active EE | $6,731 | $5,834+15.4% | $5,045+33.4% | $5,439+23.8% |
| Admin fee / account holder | $1,704 | $10,275-83.4% | $8,159-79.1% | $10,886-84.4% |