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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 | $96,244 | $148,582-35.2% | $135,942-29.2% | $139,456-31.0% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 12.04% | 79.26%-67.2pp | 68.28%-56.2pp | 373.45%-361.4pp |
| Employer contribution / active EE | $3,037 | $5,245-42.1% | $4,858-37.5% | $4,753-36.1% |
| Participant deferral / active EE | $7,403 | $8,101-8.6% | $7,759-4.6% | $6,711+10.3% |
| Admin fee / account holder | $3,519 | $12,402-71.6% | $10,764-67.3% | $11,407-69.1% |