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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 | $124,061 | $111,535+11.2% | $105,223+17.9% | $137,256-9.6% |
| Participation rate | 64.3% | 78.1%-13.8pp | 75.0%-10.8pp | 80.0%-15.7pp |
| Annual return | 9.33% | 237.85%-228.5pp | 180.65%-171.3pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,855 | $3,939-52.9% | $3,689-49.7% | $4,156-55.4% |
| Participant deferral / active EE | $7,069 | $5,500+28.5% | $5,072+39.4% | $6,407+10.3% |
| Admin fee / account holder | $1,878 | $9,721-80.7% | $8,859-78.8% | $12,270-84.7% |