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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 | $77,212 | $148,623-48.0% | $135,974-43.2% | $139,466-44.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 11.38% | 79.30%-67.9pp | 68.30%-56.9pp | 373.66%-362.3pp |
| Employer contribution / active EE | $2,570 | $5,246-51.0% | $4,859-47.1% | $4,754-45.9% |
| Participant deferral / active EE | $6,727 | $8,103-17.0% | $7,760-13.3% | $6,712+0.2% |
| Admin fee / account holder | $6,563 | $12,406-47.1% | $10,767-39.0% | $11,409-42.5% |