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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 | $105,721 | $172,111-38.6% | $150,298-29.7% | $137,256-23.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 11.15% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,316 | $4,636-71.6% | $4,154-68.3% | $4,156-68.3% |
| Participant deferral / active EE | $12,910 | $6,166+109.4% | $5,453+136.8% | $6,407+101.5% |
| Admin fee / account holder | $522 | $16,471-96.8% | $14,116-96.3% | $12,270-95.7% |