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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 | $66,024 | $107,368-38.5% | $92,915-28.9% | $152,909-56.8% |
| Participation rate | 65.0% | 79.8%-14.8pp | 76.0%-11.0pp | 82.5%-17.5pp |
| Annual return | 8.47% | 145.64%-137.2pp | 109.45%-101.0pp | 345.46%-337.0pp |
| Employer contribution / active EE | $2,938 | $4,222-30.4% | $3,653-19.6% | $4,764-38.3% |
| Participant deferral / active EE | $6,080 | $4,848+25.4% | $4,238+43.5% | $5,851+3.9% |
| Admin fee / account holder | $2,473 | $7,082-65.1% | $5,796-57.3% | $11,601-78.7% |