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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 | $76,704 | $106,267-27.8% | $96,520-20.5% | $139,456-45.0% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.3%-9.6pp | 80.3%-15.6pp |
| Annual return | 10.56% | 38.45%-27.9pp | 35.72%-25.2pp | 373.45%-362.9pp |
| Employer contribution / active EE | $1,252 | $4,105-69.5% | $3,739-66.5% | $4,753-73.7% |
| Participant deferral / active EE | $1,754 | $5,454-67.8% | $4,879-64.1% | $6,711-73.9% |
| Admin fee / account holder | $15,255 | $7,882+93.5% | $6,733+126.6% | $11,407+33.7% |