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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 | $126,063 | $166,089-24.1% | $164,928-23.6% | $145,978-13.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 8.07% | 100.26%-92.2pp | 70.08%-62.0pp | 550.52%-542.4pp |
| Employer contribution / active EE | $1,526 | $5,276-71.1% | $4,343-64.9% | $4,662-67.3% |
| Participant deferral / active EE | $2,905 | $6,961-58.3% | $6,034-51.8% | $6,690-56.6% |
| Admin fee / account holder | $13,793 | $16,641-17.1% | $12,684+8.7% | $13,400+2.9% |