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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 | $92,673 | $148,629-37.6% | $135,982-31.8% | $139,487-33.6% |
| Participation rate | 65.0% | 83.9%-18.9pp | 81.9%-16.9pp | 80.3%-15.3pp |
| Annual return | 9.79% | 79.33%-69.5pp | 68.32%-58.5pp | 373.84%-364.0pp |
| Employer contribution / active EE | $2,898 | $5,247-44.8% | $4,859-40.4% | $4,755-39.0% |
| Participant deferral / active EE | $6,879 | $8,102-15.1% | $7,760-11.3% | $6,713+2.5% |
| Admin fee / account holder | $916 | $12,406-92.6% | $10,767-91.5% | $11,407-92.0% |