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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 | $68,408 | $110,379-38.0% | $102,412-33.2% | $145,884-53.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 7.59% | 24.84%-17.2pp | 24.94%-17.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $2,173 | $4,216-48.5% | $3,870-43.9% | $4,662-53.4% |
| Participant deferral / active EE | $7,111 | $5,622+26.5% | $5,060+40.5% | $6,690+6.3% |
| Admin fee / account holder | $2,524 | $9,745-74.1% | $8,388-69.9% | $13,392-81.2% |