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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 | $99,113 | $183,516-46.0% | $155,534-36.3% | $145,884-32.1% |
| Participation rate | 29.4% | 82.7%-53.3pp | 78.2%-48.8pp | 80.3%-50.9pp |
| Annual return | 6.14% | 61.43%-55.3pp | 64.92%-58.8pp | 551.85%-545.7pp |
| Employer contribution / active EE | $8,385 | $5,315+57.8% | $4,675+79.4% | $4,662+79.8% |
| Participant deferral / active EE | $6,876 | $6,467+6.3% | $5,630+22.1% | $6,690+2.8% |
| Admin fee / account holder | $626 | $19,293-96.8% | $15,900-96.1% | $13,392-95.3% |