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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 | $136,385 | $201,259-32.2% | $184,200-26.0% | $145,959-6.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 8.87% | 28.98%-20.1pp | 28.80%-19.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $3,900 | $7,018-44.4% | $6,424-39.3% | $4,661-16.3% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,084 | $16,372-87.3% | $13,907-85.0% | $13,398-84.4% |