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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 | $102,263 | $70,366+45.3% | $66,674+53.4% | $138,895-26.4% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 11.81% | 386.41%-374.6pp | 321.24%-309.4pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1,656 | $2,765-40.1% | $2,620-36.8% | $4,194-60.5% |
| Participant deferral / active EE | $7,065 | $4,374+61.5% | $4,084+73.0% | $6,396+10.5% |
| Admin fee / account holder | $1,445 | $5,262-72.5% | $5,098-71.7% | $12,562-88.5% |