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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 | $89,219 | $209,336-57.4% | $197,124-54.7% | $137,256-35.0% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 9.02% | 48.09%-39.1pp | 44.34%-35.3pp | 220.34%-211.3pp |
| Employer contribution / active EE | $6,385 | $6,591-3.1% | $6,227+2.5% | $4,156+53.6% |
| Participant deferral / active EE | $13,529 | $9,614+40.7% | $9,135+48.1% | $6,407+111.2% |
| Admin fee / account holder | $8,392 | $17,308-51.5% | $16,298-48.5% | $12,270-31.6% |