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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 | $162,924 | $134,817+20.8% | $123,973+31.4% | $155,188+5.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 7.37% | 515.49%-508.1pp | 388.13%-380.8pp | 148.84%-141.5pp |
| Employer contribution / active EE | $6,219 | $4,425+40.5% | $4,126+50.7% | $4,248+46.4% |
| Participant deferral / active EE | $8,396 | $5,706+47.1% | $5,247+60.0% | $6,531+28.6% |
| Admin fee / account holder | $4,283 | $13,245-67.7% | $11,799-63.7% | $14,480-70.4% |