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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 | $73,949 | $148,629-50.2% | $135,982-45.6% | $139,487-47.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 11.90% | 79.33%-67.4pp | 68.32%-56.4pp | 373.84%-361.9pp |
| Employer contribution / active EE | $3,283 | $5,247-37.4% | $4,859-32.4% | $4,755-31.0% |
| Participant deferral / active EE | $12,523 | $8,102+54.6% | $7,760+61.4% | $6,713+86.6% |
| Admin fee / account holder | $1,282 | $12,406-89.7% | $10,767-88.1% | $11,407-88.8% |