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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 | $130,158 | $85,766+51.8% | $136,298-4.5% | $70,126+85.6% |
| Participation rate | 67.9% | 74.2%-6.3pp | 81.9%-14.1pp | 69.5%-1.7pp |
| Annual return | 13.94% | 31.46%-17.5pp | 5156.27%-5142.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $3,973 | $2,966+33.9% | $4,696-15.4% | $2,343+69.6% |
| Participant deferral / active EE | $7,058 | $5,051+39.7% | $6,247+13.0% | $3,332+111.8% |
| Admin fee / account holder | $1,165 | $5,421-78.5% | $9,244-87.4% | $4,645-74.9% |