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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 | $135,211 | $201,344-32.8% | $184,243-26.6% | $145,877-7.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 4.16% | 29.01%-24.8pp | 28.82%-24.7pp | 551.28%-547.1pp |
| Employer contribution / active EE | $28,575 | $7,022+306.9% | $6,427+344.6% | $4,663+512.8% |
| Participant deferral / active EE | $8,408 | $9,807-14.3% | $9,132-7.9% | $6,691+25.7% |
| Admin fee / account holder | $926 | $16,382-94.4% | $13,914-93.3% | $13,402-93.1% |