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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 | $111,787+11.1% | $93,681+32.6% | $145,978-14.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 7.46% | 203.52%-196.1pp | 133.47%-126.0pp | 550.52%-543.1pp |
| Employer contribution / active EE | $1,694 | $3,093-45.2% | $2,422-30.1% | $4,662-63.7% |
| Participant deferral / active EE | $3,923 | $4,918-20.2% | $4,415-11.1% | $6,690-41.4% |
| Admin fee / account holder | $2,425 | $10,256-76.4% | $8,290-70.7% | $13,400-81.9% |