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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 | $103,617 | $111,787-7.3% | $93,681+10.6% | $145,978-29.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 7.08% | 203.52%-196.4pp | 133.47%-126.4pp | 550.52%-543.4pp |
| Employer contribution / active EE | $8,151 | $3,093+163.5% | $2,422+236.5% | $4,662+74.8% |
| Participant deferral / active EE | $12,435 | $4,918+152.9% | $4,415+181.7% | $6,690+85.9% |
| Admin fee / account holder | $18,495 | $10,256+80.3% | $8,290+123.1% | $13,400+38.0% |