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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 | $92,696 | $114,119-18.8% | $107,187-13.5% | $138,895-33.3% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 7.32% | 273.21%-265.9pp | 204.55%-197.2pp | 145.39%-138.1pp |
| Employer contribution / active EE | $2,667 | $4,059-34.3% | $3,782-29.5% | $4,194-36.4% |
| Participant deferral / active EE | $11,131 | $5,538+101.0% | $5,096+118.4% | $6,396+74.0% |
| Admin fee / account holder | $318 | $10,024-96.8% | $9,162-96.5% | $12,562-97.5% |