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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 | $100,171 | $111,787-10.4% | $93,681+6.9% | $145,978-31.4% |
| Participation rate | 68.8% | 74.2%-5.5pp | 68.7%0pp | 80.3%-11.5pp |
| Annual return | 7.22% | 203.52%-196.3pp | 133.47%-126.3pp | 550.52%-543.3pp |
| Employer contribution / active EE | $1,567 | $3,093-49.3% | $2,422-35.3% | $4,662-66.4% |
| Participant deferral / active EE | $4,929 | $4,918+0.2% | $4,415+11.6% | $6,690-26.3% |
| Admin fee / account holder | $2,208 | $10,256-78.5% | $8,290-73.4% | $13,400-83.5% |