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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 | $64,746 | $89,370-27.6% | $141,197-54.1% | $72,976-11.3% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 14.73% | 111.88%-97.2pp | 71.41%-56.7pp | 81.02%-66.3pp |
| Employer contribution / active EE | $2,832 | $3,115-9.1% | $4,736-40.2% | $2,440+16.0% |
| Participant deferral / active EE | $7,301 | $5,419+34.7% | $6,710+8.8% | $3,608+102.4% |
| Admin fee / account holder | $12,805 | $5,957+115.0% | $10,265+24.7% | $5,124+149.9% |