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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 | $112,878 | $202,342-44.2% | $172,753-34.7% | $152,909-26.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 3.00% | 1029.88%-1026.9pp | 803.00%-800.0pp | 345.46%-342.5pp |
| Employer contribution / active EE | $9,031 | $5,857+54.2% | $5,144+75.6% | $4,764+89.6% |
| Participant deferral / active EE | $5,399 | $5,948-9.2% | $5,198+3.9% | $5,851-7.7% |
| Admin fee / account holder | $2,015 | $17,112-88.2% | $13,956-85.6% | $11,601-82.6% |