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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 | $81,887 | $129,737-36.9% | $119,126-31.3% | $154,746-47.1% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 9.14% | 379.08%-369.9pp | 282.11%-273.0pp | 172.34%-163.2pp |
| Employer contribution / active EE | $4,885 | $4,375+11.7% | $4,034+21.1% | $4,379+11.6% |
| Participant deferral / active EE | $4,833 | $5,842-17.3% | $5,318-9.1% | $6,730-28.2% |
| Admin fee / account holder | $2,891 | $11,961-75.8% | $10,693-73.0% | $14,365-79.9% |