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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 | $136,321 | $105,284+29.5% | $150,734-9.6% | $94,015+45.0% |
| Participation rate | 65.5% | 71.7%-6.2pp | 78.4%-12.9pp | 70.8%-5.3pp |
| Annual return | 8.97% | 15.67%-6.7pp | 600.81%-591.8pp | 17.84%-8.9pp |
| Employer contribution / active EE | $20,743 | $3,599+476.4% | $4,918+321.8% | $2,790+643.4% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $6,417 | $9,839-34.8% | $14,905-56.9% | $8,951-28.3% |