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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 | $141,629 | $165,381-14.4% | $149,730-5.4% | $158,966-10.9% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 8.00% | 348.29%-340.3pp | 276.70%-268.7pp | 302.95%-295.0pp |
| Employer contribution / active EE | $1,089 | $5,104-78.7% | $4,645-76.5% | $4,762-77.1% |
| Participant deferral / active EE | $6,612 | $7,182-7.9% | $6,843-3.4% | $5,983+10.5% |
| Admin fee / account holder | $1,690 | $10,809-84.4% | $9,310-81.9% | $11,250-85.0% |