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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 | $235,000 | $182,442+28.8% | $163,379+43.8% | $138,895+69.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 3.81% | 72.74%-68.9pp | 63.41%-59.6pp | 145.39%-141.6pp |
| Employer contribution / active EE | $7,075 | $4,159+70.1% | $3,752+88.6% | $4,194+68.7% |
| Participant deferral / active EE | $14,267 | $6,817+109.3% | $6,282+127.1% | $6,396+123.0% |
| Admin fee / account holder | $1,530 | $10,396-85.3% | $9,818-84.4% | $12,562-87.8% |