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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 | $103,174 | $201,344-48.8% | $184,243-44.0% | $145,877-29.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 7.66% | 29.01%-21.4pp | 28.82%-21.2pp | 551.28%-543.6pp |
| Employer contribution / active EE | $1,513 | $7,022-78.5% | $6,427-76.5% | $4,663-67.6% |
| Participant deferral / active EE | $12,289 | $9,807+25.3% | $9,132+34.6% | $6,691+83.7% |
| Admin fee / account holder | $1,753 | $16,382-89.3% | $13,914-87.4% | $13,402-86.9% |