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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 | $132,297 | $106,905+23.8% | $84,020+57.5% | $152,885-13.5% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.5%-15.8pp |
| Annual return | 7.93% | 105.00%-97.1pp | 71.31%-63.4pp | 345.39%-337.5pp |
| Employer contribution / active EE | $739 | $2,735-73.0% | $1,984-62.7% | $4,763-84.5% |
| Participant deferral / active EE | $3,283 | $4,012-18.2% | $3,239+1.4% | $5,851-43.9% |
| Admin fee / account holder | $1,198 | $8,287-85.5% | $6,101-80.4% | $11,598-89.7% |