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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 | $94,639 | $109,411-13.5% | $89,435+5.8% | $158,982-40.5% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 2.12% | 345.68%-343.6pp | 245.55%-243.4pp | 302.99%-300.9pp |
| Employer contribution / active EE | $1,768 | $3,173-44.3% | $2,587-31.7% | $4,763-62.9% |
| Participant deferral / active EE | $5,029 | $4,600+9.3% | $3,890+29.3% | $5,983-15.9% |
| Admin fee / account holder | $917 | $6,159-85.1% | $4,884-81.2% | $11,252-91.9% |