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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 | $124,834 | $156,398-20.2% | $147,318-15.3% | $138,895-10.1% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.5pp | 79.9%-25.4pp |
| Annual return | 8.81% | 78.75%-69.9pp | 70.43%-61.6pp | 145.39%-136.6pp |
| Employer contribution / active EE | $3,259 | $4,853-32.8% | $4,593-29.0% | $4,194-22.3% |
| Participant deferral / active EE | $5,413 | $8,237-34.3% | $7,906-31.5% | $6,396-15.4% |
| Admin fee / account holder | $92,579 | $14,976+518.2% | $13,708+575.4% | $12,562+637.0% |