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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 | $93,345+46.0% | $119,126+14.4% | $87,485+55.8% |
| Participation rate | 65.5% | 68.7%-3.2pp | 75.8%-10.2pp | 68.9%-3.4pp |
| Annual return | 8.97% | 19.08%-10.1pp | 282.11%-273.1pp | 26.06%-17.1pp |
| Employer contribution / active EE | $20,743 | $3,172+554.0% | $4,034+414.3% | $2,596+699.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,417 | $8,039-20.2% | $10,693-40.0% | $7,775-17.5% |