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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 | $201,259-32.8% | $184,200-26.6% | $145,959-7.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 4.16% | 28.98%-24.8pp | 28.80%-24.6pp | 561.95%-557.8pp |
| Employer contribution / active EE | $28,575 | $7,018+307.2% | $6,424+344.8% | $4,661+513.1% |
| Participant deferral / active EE | $8,408 | $9,806-14.3% | $9,132-7.9% | $6,689+25.7% |
| Admin fee / account holder | $926 | $16,372-94.3% | $13,907-93.3% | $13,398-93.1% |