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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 | $85,727 | $103,387-17.1% | $87,102-1.6% | $152,885-43.9% |
| Participation rate | 63.6% | 79.4%-15.7pp | 76.9%-13.2pp | 82.5%-18.8pp |
| Annual return | 6.88% | 28.10%-21.2pp | 28.19%-21.3pp | 345.39%-338.5pp |
| Employer contribution / active EE | $2,636 | $3,221-18.2% | $2,521+4.5% | $4,763-44.7% |
| Participant deferral / active EE | $5,272 | $4,778+10.3% | $4,048+30.2% | $5,851-9.9% |
| Admin fee / account holder | $534 | $12,193-95.6% | $7,491-92.9% | $11,598-95.4% |