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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 | $113,008 | $155,555-27.4% | $146,866-23.1% | $155,188-27.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 4.43% | 115.41%-111.0pp | 102.85%-98.4pp | 148.84%-144.4pp |
| Employer contribution / active EE | $3,655 | $4,647-21.3% | $4,425-17.4% | $4,248-14.0% |
| Participant deferral / active EE | $8,024 | $8,044-0.3% | $7,759+3.4% | $6,531+22.9% |
| Admin fee / account holder | $13,873 | $14,755-6.0% | $13,620+1.9% | $14,480-4.2% |