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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 | $100,317 | $124,351-19.3% | $109,188-8.1% | $167,553-40.1% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 8.14% | 26.04%-17.9pp | 25.76%-17.6pp | 478.89%-470.7pp |
| Employer contribution / active EE | $3,115 | $4,210-26.0% | $3,723-16.3% | $4,840-35.6% |
| Participant deferral / active EE | $6,934 | $5,257+31.9% | $4,654+49.0% | $6,343+9.3% |
| Admin fee / account holder | $1,392 | $7,975-82.6% | $6,755-79.4% | $12,316-88.7% |