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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 | $72,316 | $111,878-35.4% | $93,727-22.8% | $145,897-50.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 7.79% | 204.28%-196.5pp | 133.83%-126.0pp | 552.29%-544.5pp |
| Employer contribution / active EE | $1,317 | $3,092-57.4% | $2,421-45.6% | $4,663-71.8% |
| Participant deferral / active EE | $7,189 | $4,920+46.1% | $4,417+62.8% | $6,689+7.5% |
| Admin fee / account holder | $473 | $10,256-95.4% | $8,292-94.3% | $13,390-96.5% |