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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 | $119,079 | $174,379-31.7% | $152,093-21.7% | $138,895-14.3% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 9.04% | 74.86%-65.8pp | 66.36%-57.3pp | 145.39%-136.4pp |
| Employer contribution / active EE | $3,133 | $4,652-32.7% | $4,175-25.0% | $4,194-25.3% |
| Participant deferral / active EE | $4,667 | $6,159-24.2% | $5,451-14.4% | $6,396-27.0% |
| Admin fee / account holder | $1,403 | $16,880-91.7% | $14,497-90.3% | $12,562-88.8% |