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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 | $127,735 | $107,363+19.0% | $92,909+37.5% | $152,897-16.5% |
| Participation rate | 69.6% | 79.8%-10.2pp | 76.0%-6.4pp | 82.5%-12.9pp |
| Annual return | 8.78% | 145.63%-136.8pp | 109.44%-100.7pp | 345.43%-336.6pp |
| Employer contribution / active EE | $1,561 | $4,222-63.0% | $3,653-57.3% | $4,764-67.2% |
| Participant deferral / active EE | $6,680 | $4,848+37.8% | $4,238+57.6% | $5,851+14.2% |
| Admin fee / account holder | $903 | $7,082-87.2% | $5,795-84.4% | $11,599-92.2% |