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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 | $52,345 | $183,592-71.5% | $155,574-66.4% | $145,877-64.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.71% | 61.37%-52.7pp | 64.87%-56.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $2,562 | $5,317-51.8% | $4,676-45.2% | $4,663-45.1% |
| Participant deferral / active EE | $8,571 | $6,466+32.6% | $5,629+52.3% | $6,691+28.1% |
| Admin fee / account holder | $25,181 | $19,316+30.4% | $15,914+58.2% | $13,402+87.9% |