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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 | $148,558-50.2% | $135,925-45.6% | $139,427-47.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 11.90% | 79.22%-67.3pp | 68.25%-56.4pp | 373.27%-361.4pp |
| Employer contribution / active EE | $3,283 | $5,244-37.4% | $4,857-32.4% | $4,752-30.9% |
| Participant deferral / active EE | $12,523 | $8,101+54.6% | $7,759+61.4% | $6,711+86.6% |
| Admin fee / account holder | $1,282 | $12,401-89.7% | $10,764-88.1% | $11,404-88.8% |