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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 | $109,660 | $156,398-29.9% | $147,318-25.6% | $138,895-21.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 11.62% | 78.75%-67.1pp | 70.43%-58.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $1,968 | $4,853-59.5% | $4,593-57.2% | $4,194-53.1% |
| Participant deferral / active EE | $8,928 | $8,237+8.4% | $7,906+12.9% | $6,396+39.6% |
| Admin fee / account holder | $6,203 | $14,976-58.6% | $13,708-54.7% | $12,562-50.6% |