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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 | $65,217 | $201,370-67.6% | $184,256-64.6% | $145,897-55.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 8.45% | 29.05%-20.6pp | 28.85%-20.4pp | 552.29%-543.8pp |
| Employer contribution / active EE | $4,619 | $7,024-34.2% | $6,427-28.1% | $4,663-0.9% |
| Participant deferral / active EE | $16,579 | $9,808+69.0% | $9,133+81.5% | $6,689+147.8% |
| Admin fee / account holder | $811 | $16,364-95.0% | $13,899-94.2% | $13,390-93.9% |