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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 | $86,118 | $162,136-46.9% | $152,301-43.5% | $154,746-44.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 9.66% | 91.02%-81.4pp | 80.50%-70.8pp | 172.34%-162.7pp |
| Employer contribution / active EE | $2,072 | $4,890-57.6% | $4,624-55.2% | $4,379-52.7% |
| Participant deferral / active EE | $10,951 | $8,341+31.3% | $8,004+36.8% | $6,730+62.7% |
| Admin fee / account holder | $409 | $15,759-97.4% | $14,398-97.2% | $14,365-97.2% |