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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 | $77,928 | $102,422-23.9% | $147,117-47.0% | $80,959-3.7% |
| Participation rate | 64.9% | 75.9%-11.0pp | 82.2%-17.3pp | 67.7%-2.8pp |
| Annual return | 10.38% | 135.16%-124.8pp | 420.54%-410.2pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2,420 | $3,717-34.9% | $4,932-50.9% | $2,757-12.2% |
| Participant deferral / active EE | $7,671 | $6,652+15.3% | $8,065-4.9% | $4,300+78.4% |
| Admin fee / account holder | $7,797 | $7,953-2.0% | $12,993-40.0% | $6,925+12.6% |