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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 | $104,395 | $209,336-50.1% | $197,124-47.0% | $137,256-23.9% |
| Participation rate | 69.2% | 87.3%-18.1pp | 86.7%-17.5pp | 80.0%-10.7pp |
| Annual return | 10.50% | 48.09%-37.6pp | 44.34%-33.8pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,500 | $6,591-46.9% | $6,227-43.8% | $4,156-15.8% |
| Participant deferral / active EE | $10,491 | $9,614+9.1% | $9,135+14.8% | $6,407+63.7% |
| Admin fee / account holder | $3,393 | $17,308-80.4% | $16,298-79.2% | $12,270-72.3% |