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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 | $48,345 | $105,200-54.0% | $159,474-69.7% | $85,847-43.7% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.7pp |
| Annual return | 11.86% | 45.08%-33.2pp | 263.68%-251.8pp | 318.61%-306.7pp |
| Employer contribution / active EE | $2,731 | $3,319-17.7% | $4,831-43.5% | $2,565+6.5% |
| Participant deferral / active EE | $7,137 | $5,946+20.0% | $7,353-2.9% | $3,952+80.6% |
| Admin fee / account holder | $3,740 | $6,934-46.1% | $10,802-65.4% | $6,261-40.3% |