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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 | $100,799 | $183,539-45.1% | $155,556-35.2% | $145,897-30.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 7.01% | 61.31%-54.3pp | 64.84%-57.8pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,668 | $5,315-68.6% | $4,675-64.3% | $4,663-64.2% |
| Participant deferral / active EE | $8,217 | $6,467+27.1% | $5,631+45.9% | $6,689+22.8% |
| Admin fee / account holder | $1,467 | $19,275-92.4% | $15,885-90.8% | $13,390-89.0% |