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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 | $117,355 | $201,259-41.7% | $184,200-36.3% | $145,959-19.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 6.90% | 28.98%-22.1pp | 28.80%-21.9pp | 561.95%-555.0pp |
| Employer contribution / active EE | $3,053 | $7,018-56.5% | $6,424-52.5% | $4,661-34.5% |
| Participant deferral / active EE | $6,770 | $9,806-31.0% | $9,132-25.9% | $6,689+1.2% |
| Admin fee / account holder | $7,688 | $16,372-53.0% | $13,907-44.7% | $13,398-42.6% |