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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 | $124,505 | $227,597-45.3% | $189,575-34.3% | $167,536-25.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 4.32% | 78.44%-74.1pp | 64.19%-59.9pp | 478.82%-474.5pp |
| Employer contribution / active EE | $1,540 | $5,316-71.0% | $4,412-65.1% | $4,839-68.2% |
| Participant deferral / active EE | $11,648 | $7,002+66.3% | $6,174+88.7% | $6,342+83.7% |
| Admin fee / account holder | $2,277 | $11,877-80.8% | $9,806-76.8% | $12,315-81.5% |