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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 | $125,773 | $135,956-7.5% | $123,894+1.5% | $273,972-54.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 0.88% | 56.63%-55.7pp | 47.52%-46.6pp | 41.46%-40.6pp |
| Employer contribution / active EE | $1,533 | $5,170-70.3% | $4,617-66.8% | $4,869-68.5% |
| Participant deferral / active EE | $5,667 | $6,343-10.7% | $5,984-5.3% | $5,287+7.2% |
| Admin fee / account holder | $1,628 | $9,817-83.4% | $8,357-80.5% | $10,133-83.9% |