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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 | $99,312 | $183,516-45.9% | $155,534-36.1% | $145,884-31.9% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 6.61% | 61.43%-54.8pp | 64.92%-58.3pp | 551.85%-545.2pp |
| Employer contribution / active EE | $2,905 | $5,315-45.3% | $4,675-37.9% | $4,662-37.7% |
| Participant deferral / active EE | $3,648 | $6,467-43.6% | $5,630-35.2% | $6,690-45.5% |
| Admin fee / account holder | $41,941 | $19,293+117.4% | $15,900+163.8% | $13,392+213.2% |