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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 | $134,633 | $183,539-26.6% | $155,556-13.5% | $145,897-7.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 7.17% | 61.31%-54.1pp | 64.84%-57.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $2,670 | $5,315-49.8% | $4,675-42.9% | $4,663-42.7% |
| Participant deferral / active EE | $4,786 | $6,467-26.0% | $5,631-15.0% | $6,689-28.4% |
| Admin fee / account holder | $4,967 | $19,275-74.2% | $15,885-68.7% | $13,390-62.9% |