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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 | $137,510 | $166,268-17.3% | $165,100-16.7% | $145,897-5.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 6.99% | 100.52%-93.5pp | 70.21%-63.2pp | 552.29%-545.3pp |
| Employer contribution / active EE | $2,639 | $5,284-50.1% | $4,348-39.3% | $4,663-43.4% |
| Participant deferral / active EE | $10,249 | $6,964+47.2% | $6,035+69.8% | $6,689+53.2% |
| Admin fee / account holder | $6,188 | $16,659-62.9% | $12,696-51.3% | $13,390-53.8% |