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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 | $75,755 | $70,366+7.7% | $66,674+13.6% | $138,895-45.5% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | 9.75% | 386.41%-376.7pp | 321.24%-311.5pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,519 | $2,765-45.1% | $2,620-42.0% | $4,194-63.8% |
| Participant deferral / active EE | $6,870 | $4,374+57.1% | $4,084+68.2% | $6,396+7.4% |
| Admin fee / account holder | $94,337 | $5,262+1692.6% | $5,098+1750.4% | $12,562+651.0% |