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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 | $104,540 | $106,267-1.6% | $96,520+8.3% | $139,456-25.0% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 4.80% | 38.45%-33.7pp | 35.72%-30.9pp | 373.45%-368.6pp |
| Employer contribution / active EE | $1,576 | $4,105-61.6% | $3,739-57.8% | $4,753-66.8% |
| Participant deferral / active EE | $6,075 | $5,454+11.4% | $4,879+24.5% | $6,711-9.5% |
| Admin fee / account holder | $385 | $7,882-95.1% | $6,733-94.3% | $11,407-96.6% |