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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 | $72,295 | $178,174-59.4% | $156,181-53.7% | $137,256-47.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 7.60% | 84.19%-76.6pp | 64.87%-57.3pp | 220.34%-212.7pp |
| Employer contribution / active EE | $1,725 | $4,972-65.3% | $4,294-59.8% | $4,156-58.5% |
| Participant deferral / active EE | $6,707 | $6,888-2.6% | $6,132+9.4% | $6,407+4.7% |
| Admin fee / account holder | $6,480 | $17,404-62.8% | $14,586-55.6% | $12,270-47.2% |