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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 | $96,329 | $156,398-38.4% | $147,318-34.6% | $138,895-30.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 12.10% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $2,471 | $4,853-49.1% | $4,593-46.2% | $4,194-41.1% |
| Participant deferral / active EE | $6,911 | $8,237-16.1% | $7,906-12.6% | $6,396+8.0% |
| Admin fee / account holder | $615 | $14,976-95.9% | $13,708-95.5% | $12,562-95.1% |