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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 | $91,198 | $72,071+26.5% | $68,368+33.4% | $137,256-33.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 12.78% | 353.14%-340.4pp | 292.57%-279.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,001 | $2,788-28.2% | $2,649-24.5% | $4,156-51.9% |
| Participant deferral / active EE | $5,336 | $4,410+21.0% | $4,123+29.4% | $6,407-16.7% |
| Admin fee / account holder | $4,010 | $5,336-24.8% | $5,150-22.1% | $12,270-67.3% |