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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 | $135,189 | $157,276-14.0% | $141,177-4.2% | $152,885-11.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 8.65% | 64.33%-55.7pp | 71.40%-62.7pp | 345.39%-336.7pp |
| Employer contribution / active EE | $2,925 | $5,262-44.4% | $4,736-38.2% | $4,763-38.6% |
| Participant deferral / active EE | $2,925 | $7,110-58.9% | $6,710-56.4% | $5,851-50.0% |
| Admin fee / account holder | $5,000 | $12,123-58.8% | $10,263-51.3% | $11,598-56.9% |