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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 | $108,981 | $166,131-34.4% | $164,975-33.9% | $145,877-25.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 8.71% | 100.37%-91.7pp | 70.12%-61.4pp | 551.28%-542.6pp |
| Employer contribution / active EE | $2,517 | $5,276-52.3% | $4,343-42.0% | $4,663-46.0% |
| Participant deferral / active EE | $8,279 | $6,962+18.9% | $6,033+37.2% | $6,691+23.7% |
| Admin fee / account holder | $974 | $16,648-94.2% | $12,688-92.3% | $13,402-92.7% |