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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 | $87,646 | $104,709-16.3% | $85,705+2.3% | $167,553-47.7% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 8.82% | 21.45%-12.6pp | 21.49%-12.7pp | 478.89%-470.1pp |
| Employer contribution / active EE | $911 | $3,338-72.7% | $2,619-65.2% | $4,840-81.2% |
| Participant deferral / active EE | $3,227 | $4,827-33.1% | $3,924-17.8% | $6,343-49.1% |
| Admin fee / account holder | $54,703 | $10,036+445.0% | $6,877+695.5% | $12,316+344.2% |