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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 | $126,519-25.3% | $106,201-11.0% | $145,959-35.3% |
| Participation rate | 33.3% | 77.7%-44.3pp | 75.3%-42.0pp | 80.3%-47.0pp |
| Annual return | 7.79% | 225.10%-217.3pp | 116.26%-108.5pp | 561.95%-554.2pp |
| Employer contribution / active EE | $2,190 | $3,726-41.2% | $3,170-30.9% | $4,661-53.0% |
| Participant deferral / active EE | $10,516 | $5,716+84.0% | $5,012+109.8% | $6,689+57.2% |
| Admin fee / account holder | $443 | $17,312-97.4% | $11,039-96.0% | $13,398-96.7% |