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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 | $113,240 | $154,228-26.6% | $145,433-22.1% | $137,256-17.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 12.43% | 74.59%-62.2pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $3,236 | $4,804-32.6% | $4,554-29.0% | $4,156-22.1% |
| Participant deferral / active EE | $7,384 | $8,216-10.1% | $7,897-6.5% | $6,407+15.3% |
| Admin fee / account holder | $873 | $14,344-93.9% | $13,129-93.4% | $12,270-92.9% |