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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 | $103,427 | $114,119-9.4% | $107,187-3.5% | $138,895-25.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 9.14% | 273.21%-264.1pp | 204.55%-195.4pp | 145.39%-136.2pp |
| Employer contribution / active EE | $1,119 | $4,059-72.4% | $3,782-70.4% | $4,194-73.3% |
| Participant deferral / active EE | $2,660 | $5,538-52.0% | $5,096-47.8% | $6,396-58.4% |
| Admin fee / account holder | $23,437 | $10,024+133.8% | $9,162+155.8% | $12,562+86.6% |