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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 | $113,475 | $105,284+7.8% | $150,734-24.7% | $94,015+20.7% |
| Participation rate | 62.5% | 71.7%-9.2pp | 78.4%-15.9pp | 70.8%-8.3pp |
| Annual return | 4.40% | 15.67%-11.3pp | 600.81%-596.4pp | 17.84%-13.4pp |
| Employer contribution / active EE | $2,913 | $3,599-19.1% | $4,918-40.8% | $2,790+4.4% |
| Participant deferral / active EE | $5,673 | $4,274+32.7% | $5,610+1.1% | $4,249+33.5% |
| Admin fee / account holder | $9,229 | $9,839-6.2% | $14,905-38.1% | $8,951+3.1% |