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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 | $73,884 | $105,856-30.2% | $90,161-18.1% | $147,586-49.9% |
| Participation rate | 68.2% | 79.7%-11.6pp | 76.9%-8.7pp | 82.8%-14.6pp |
| Annual return | 6.88% | 37.63%-30.7pp | 34.89%-28.0pp | 578.59%-571.7pp |
| Employer contribution / active EE | $3,564 | $4,126-13.6% | $3,318+7.4% | $4,876-26.9% |
| Participant deferral / active EE | $6,245 | $5,733+8.9% | $5,287+18.1% | $5,439+14.8% |
| Admin fee / account holder | $317 | $8,046-96.1% | $5,943-94.7% | $10,886-97.1% |