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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 | $122,385 | $165,399-26.0% | $149,745-18.3% | $158,982-23.0% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 6.80% | 348.34%-341.5pp | 276.72%-269.9pp | 302.99%-296.2pp |
| Employer contribution / active EE | $2,864 | $5,105-43.9% | $4,646-38.4% | $4,763-39.9% |
| Participant deferral / active EE | $6,165 | $7,183-14.2% | $6,843-9.9% | $5,983+3.0% |
| Admin fee / account holder | $632 | $10,811-94.2% | $9,312-93.2% | $11,252-94.4% |