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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 | $35,120 | $110,337-68.2% | $102,383-65.7% | $145,877-75.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.90% | 24.83%-15.9pp | 24.94%-16.0pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,490 | $4,216-40.9% | $3,870-35.7% | $4,663-46.6% |
| Participant deferral / active EE | $5,251 | $5,621-6.6% | $5,060+3.8% | $6,691-21.5% |
| Admin fee / account holder | $304 | $9,750-96.9% | $8,391-96.4% | $13,402-97.7% |