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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 | $137,035 | $177,156-22.6% | $147,027-6.8% | $154,746-11.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 6.81% | 21.94%-15.1pp | 20.23%-13.4pp | 172.34%-165.5pp |
| Employer contribution / active EE | $1,295 | $4,336-70.1% | $3,626-64.3% | $4,379-70.4% |
| Participant deferral / active EE | $1,727 | $5,797-70.2% | $4,933-65.0% | $6,730-74.3% |
| Admin fee / account holder | $3,149 | $14,904-78.9% | $12,223-74.2% | $14,365-78.1% |