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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 | $109,472 | $70,366+55.6% | $66,674+64.2% | $138,895-21.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 10.65% | 386.41%-375.8pp | 321.24%-310.6pp | 145.39%-134.7pp |
| Employer contribution / active EE | $1,620 | $2,765-41.4% | $2,620-38.2% | $4,194-61.4% |
| Participant deferral / active EE | $5,232 | $4,374+19.6% | $4,084+28.1% | $6,396-18.2% |
| Admin fee / account holder | $2,306 | $5,262-56.2% | $5,098-54.8% | $12,562-81.6% |