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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 | $92,722 | $148,629-37.6% | $135,982-31.8% | $139,487-33.5% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 12.08% | 79.33%-67.3pp | 68.32%-56.2pp | 373.84%-361.8pp |
| Employer contribution / active EE | $4,246 | $5,247-19.1% | $4,859-12.6% | $4,755-10.7% |
| Participant deferral / active EE | $9,975 | $8,102+23.1% | $7,760+28.5% | $6,713+48.6% |
| Admin fee / account holder | $1,026 | $12,406-91.7% | $10,767-90.5% | $11,407-91.0% |