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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 | $128,340 | $157,304-18.4% | $141,197-9.1% | $152,909-16.1% |
| Participation rate | 69.6% | 84.8%-15.3pp | 82.5%-12.9pp | 82.5%-12.9pp |
| Annual return | 11.23% | 64.34%-53.1pp | 71.41%-60.2pp | 345.46%-334.2pp |
| Employer contribution / active EE | $2,298 | $5,263-56.3% | $4,736-51.5% | $4,764-51.8% |
| Participant deferral / active EE | $4,760 | $7,111-33.1% | $6,710-29.1% | $5,851-18.6% |
| Admin fee / account holder | $4,650 | $12,126-61.7% | $10,265-54.7% | $11,601-59.9% |