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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 | $94,491 | $125,190-24.5% | $105,624-10.5% | $145,897-35.2% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 7.79% | 225.22%-217.4pp | 116.20%-108.4pp | 552.29%-544.5pp |
| Employer contribution / active EE | $2,190 | $3,720-41.1% | $3,168-30.9% | $4,663-53.0% |
| Participant deferral / active EE | $10,516 | $5,716+84.0% | $5,013+109.8% | $6,689+57.2% |
| Admin fee / account holder | $443 | $17,138-97.4% | $10,961-96.0% | $13,390-96.7% |