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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 | $94,167 | $114,119-17.5% | $107,187-12.1% | $138,895-32.2% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 79.9%-11.2pp |
| Annual return | 8.50% | 273.21%-264.7pp | 204.55%-196.0pp | 145.39%-136.9pp |
| Employer contribution / active EE | $1,274 | $4,059-68.6% | $3,782-66.3% | $4,194-69.6% |
| Participant deferral / active EE | $2,732 | $5,538-50.7% | $5,096-46.4% | $6,396-57.3% |
| Admin fee / account holder | $13,962 | $10,024+39.3% | $9,162+52.4% | $12,562+11.1% |