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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 | $67,176 | $148,629-54.8% | $135,982-50.6% | $139,487-51.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 11.18% | 79.33%-68.2pp | 68.32%-57.1pp | 373.84%-362.7pp |
| Employer contribution / active EE | $5,115 | $5,247-2.5% | $4,859+5.3% | $4,755+7.6% |
| Participant deferral / active EE | $7,859 | $8,102-3.0% | $7,760+1.3% | $6,713+17.1% |
| Admin fee / account holder | $1,206 | $12,406-90.3% | $10,767-88.8% | $11,407-89.4% |