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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 | $88,702+21.6% | $81,780+31.9% | $145,978-26.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 7.05% | 1029.12%-1022.1pp | 776.27%-769.2pp | 550.52%-543.5pp |
| Employer contribution / active EE | $1,999 | $3,084-35.2% | $2,914-31.4% | $4,662-57.1% |
| Participant deferral / active EE | $4,285 | $4,645-7.7% | $4,321-0.8% | $6,690-35.9% |
| Admin fee / account holder | $4,222 | $8,414-49.8% | $7,384-42.8% | $13,400-68.5% |