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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 | $124,175 | $111,878+11.0% | $93,727+32.5% | $145,897-14.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 7.46% | 204.28%-196.8pp | 133.83%-126.4pp | 552.29%-544.8pp |
| Employer contribution / active EE | $1,694 | $3,092-45.2% | $2,421-30.0% | $4,663-63.7% |
| Participant deferral / active EE | $3,923 | $4,920-20.3% | $4,417-11.2% | $6,689-41.4% |
| Admin fee / account holder | $2,425 | $10,256-76.4% | $8,292-70.8% | $13,390-81.9% |