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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 | $56,945 | $70,366-19.1% | $66,674-14.6% | $138,895-59.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 10.30% | 386.41%-376.1pp | 321.24%-310.9pp | 145.39%-135.1pp |
| Employer contribution / active EE | $2,064 | $2,765-25.3% | $2,620-21.2% | $4,194-50.8% |
| Participant deferral / active EE | $11,516 | $4,374+163.3% | $4,084+182.0% | $6,396+80.0% |
| Admin fee / account holder | $10,757 | $5,262+104.4% | $5,098+111.0% | $12,562-14.4% |