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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 | $201,264-32.8% | $184,185-26.6% | $145,978-7.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 4.16% | 29.00%-24.8pp | 28.81%-24.7pp | 550.52%-546.4pp |
| Employer contribution / active EE | $28,575 | $7,021+307.0% | $6,426+344.7% | $4,662+513.0% |
| Participant deferral / active EE | $8,408 | $9,806-14.3% | $9,132-7.9% | $6,690+25.7% |
| Admin fee / account holder | $926 | $16,376-94.3% | $13,909-93.3% | $13,400-93.1% |