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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 | $88,218 | $100,073-11.8% | $85,126+3.6% | $145,877-39.5% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 3.45% | 84.11%-80.7pp | 66.63%-63.2pp | 551.28%-547.8pp |
| Employer contribution / active EE | $9,216 | $3,236+184.8% | $2,731+237.4% | $4,663+97.6% |
| Participant deferral / active EE | $20,118 | $5,294+280.0% | $4,523+344.8% | $6,691+200.7% |
| Admin fee / account holder | $4,727 | $7,261-34.9% | $6,160-23.3% | $13,402-64.7% |