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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 | $131,666 | $85,766+53.5% | $136,295-3.4% | $70,131+87.7% |
| Participation rate | 61.5% | 74.2%-12.6pp | 81.9%-20.4pp | 69.5%-8.0pp |
| Annual return | 7.78% | 31.45%-23.7pp | 5155.97%-5148.2pp | 73.14%-65.4pp |
| Employer contribution / active EE | $612 | $2,966-79.4% | $4,695-87.0% | $2,342-73.9% |
| Participant deferral / active EE | $2,537 | $5,051-49.8% | $6,247-59.4% | $3,332-23.9% |
| Admin fee / account holder | $3,300 | $5,420-39.1% | $9,243-64.3% | $4,645-29.0% |