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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 | $99,234 | $115,810-14.3% | $101,271-2.0% | $158,966-37.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 0.76% | 56.15%-55.4pp | 46.48%-45.7pp | 302.95%-302.2pp |
| Employer contribution / active EE | $4,021 | $4,175-3.7% | $3,660+9.9% | $4,762-15.6% |
| Participant deferral / active EE | $2,295 | $4,958-53.7% | $4,371-47.5% | $5,983-61.6% |
| Admin fee / account holder | $494 | $7,248-93.2% | $5,948-91.7% | $11,250-95.6% |