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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 | $146,190 | $110,410+32.4% | $102,437+42.7% | $145,897+0.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.66% | 24.85%-16.2pp | 24.95%-16.3pp | 552.29%-543.6pp |
| Employer contribution / active EE | $4,090 | $4,217-3.0% | $3,871+5.7% | $4,663-12.3% |
| Participant deferral / active EE | $10,693 | $5,622+90.2% | $5,060+111.3% | $6,689+59.8% |
| Admin fee / account holder | $2,125 | $9,745-78.2% | $8,388-74.7% | $13,390-84.1% |