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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 | $129,538 | $134,817-3.9% | $123,973+4.5% | $155,188-16.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 2.36% | 515.49%-513.1pp | 388.13%-385.8pp | 148.84%-146.5pp |
| Employer contribution / active EE | $2,418 | $4,425-45.4% | $4,126-41.4% | $4,248-43.1% |
| Participant deferral / active EE | $12,519 | $5,706+119.4% | $5,247+138.6% | $6,531+91.7% |
| Admin fee / account holder | $2,829 | $13,245-78.6% | $11,799-76.0% | $14,480-80.5% |