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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 | $138,713 | $165,399-16.1% | $149,745-7.4% | $158,982-12.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 5.67% | 348.34%-342.7pp | 276.72%-271.0pp | 302.99%-297.3pp |
| Employer contribution / active EE | $930 | $5,105-81.8% | $4,646-80.0% | $4,763-80.5% |
| Participant deferral / active EE | $6,930 | $7,183-3.5% | $6,843+1.3% | $5,983+15.8% |
| Admin fee / account holder | $2,330 | $10,811-78.4% | $9,312-75.0% | $11,252-79.3% |