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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 | $90,199 | $183,627-50.9% | $155,602-42.0% | $145,978-38.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.49% | 61.32%-52.8pp | 64.81%-56.3pp | 550.52%-542.0pp |
| Employer contribution / active EE | $5,985 | $5,316+12.6% | $4,675+28.0% | $4,662+28.4% |
| Participant deferral / active EE | $13,981 | $6,466+116.2% | $5,629+148.4% | $6,690+109.0% |
| Admin fee / account holder | $27,077 | $19,327+40.1% | $15,923+70.0% | $13,400+102.1% |