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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 | $112,724 | $183,516-38.6% | $155,534-27.5% | $145,884-22.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 7.32% | 61.43%-54.1pp | 64.92%-57.6pp | 551.85%-544.5pp |
| Employer contribution / active EE | $2,886 | $5,315-45.7% | $4,675-38.3% | $4,662-38.1% |
| Participant deferral / active EE | $2,547 | $6,467-60.6% | $5,630-54.8% | $6,690-61.9% |
| Admin fee / account holder | $1,018 | $19,293-94.7% | $15,900-93.6% | $13,392-92.4% |