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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 | $166,242-17.3% | $165,071-16.7% | $145,884-5.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 6.99% | 100.44%-93.5pp | 70.17%-63.2pp | 551.85%-544.9pp |
| Employer contribution / active EE | $2,639 | $5,283-50.1% | $4,347-39.3% | $4,662-43.4% |
| Participant deferral / active EE | $10,249 | $6,964+47.2% | $6,035+69.8% | $6,690+53.2% |
| Admin fee / account holder | $6,188 | $16,658-62.9% | $12,695-51.3% | $13,392-53.8% |