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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 | $112,781 | $104,937+7.5% | $84,628+33.3% | $152,897-26.2% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 5.94% | 373.88%-367.9pp | 258.80%-252.9pp | 345.43%-339.5pp |
| Employer contribution / active EE | $2,704 | $3,303-18.1% | $2,653+1.9% | $4,764-43.2% |
| Participant deferral / active EE | $5,884 | $4,690+25.5% | $3,900+50.9% | $5,851+0.6% |
| Admin fee / account holder | $2,014 | $6,243-67.7% | $4,914-59.0% | $11,599-82.6% |