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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 | $71,344 | $102,429-30.3% | $147,096-51.5% | $80,925-11.8% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.7%+1.3pp |
| Annual return | 10.68% | 135.02%-124.3pp | 419.75%-409.1pp | 35.65%-25.0pp |
| Employer contribution / active EE | $2,831 | $3,716-23.8% | $4,936-42.6% | $2,756+2.7% |
| Participant deferral / active EE | $6,684 | $6,649+0.5% | $8,071-17.2% | $4,299+55.5% |
| Admin fee / account holder | $6,664 | $7,957-16.3% | $13,005-48.8% | $6,940-4.0% |