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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 | $113,044 | $70,366+60.7% | $66,674+69.5% | $138,895-18.6% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 12.70% | 386.41%-373.7pp | 321.24%-308.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,237 | $2,765-55.3% | $2,620-52.8% | $4,194-70.5% |
| Participant deferral / active EE | $10,333 | $4,374+136.2% | $4,084+153.0% | $6,396+61.6% |
| Admin fee / account holder | $2,000 | $5,262-62.0% | $5,098-60.8% | $12,562-84.1% |