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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 | $81,759 | $70,366+16.2% | $66,674+22.6% | $138,895-41.1% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.7%-9.4pp | 79.9%-15.6pp |
| Annual return | 6.94% | 386.41%-379.5pp | 321.24%-314.3pp | 145.39%-138.5pp |
| Employer contribution / active EE | $750 | $2,765-72.9% | $2,620-71.4% | $4,194-82.1% |
| Participant deferral / active EE | $6,026 | $4,374+37.8% | $4,084+47.5% | $6,396-5.8% |
| Admin fee / account holder | $3,650 | $5,262-30.6% | $5,098-28.4% | $12,562-70.9% |