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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 | $107,892 | $88,710+21.6% | $81,783+31.9% | $145,959-26.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 7.05% | 1027.26%-1020.2pp | 775.05%-768.0pp | 561.95%-554.9pp |
| Employer contribution / active EE | $1,999 | $3,083-35.2% | $2,913-31.4% | $4,661-57.1% |
| Participant deferral / active EE | $4,285 | $4,645-7.7% | $4,320-0.8% | $6,689-35.9% |
| Admin fee / account holder | $4,222 | $8,407-49.8% | $7,380-42.8% | $13,398-68.5% |