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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 | $85,988 | $117,846-27.0% | $102,434-16.1% | $145,884-41.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 6.28% | 31.90%-25.6pp | 29.46%-23.2pp | 551.85%-545.6pp |
| Employer contribution / active EE | $1,703 | $3,615-52.9% | $3,023-43.7% | $4,662-63.5% |
| Participant deferral / active EE | $6,863 | $5,733+19.7% | $5,055+35.8% | $6,690+2.6% |
| Admin fee / account holder | $13,364 | $13,356+0.1% | $9,462+41.2% | $13,392-0.2% |