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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 | $128,765 | $126,661+1.7% | $113,397+13.6% | $138,895-7.3% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | -0.64% | 25.05%-25.7pp | 23.20%-23.8pp | 145.39%-146.0pp |
| Employer contribution / active EE | $4,662 | $3,456+34.9% | $2,977+56.6% | $4,194+11.2% |
| Participant deferral / active EE | $17,467 | $5,693+206.8% | $5,076+244.1% | $6,396+173.1% |
| Admin fee / account holder | $694,094 | $14,549+4670.6% | $11,957+5705.0% | $12,562+5425.3% |