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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 | $100,508 | $154,193-34.8% | $130,045-22.7% | $139,466-27.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 6.99% | 32.51%-25.5pp | -137.30%+144.3pp | 373.66%-366.7pp |
| Employer contribution / active EE | $14,873 | $5,292+181.1% | $4,321+244.2% | $4,754+212.9% |
| Participant deferral / active EE | $10,000 | $6,709+49.1% | $5,820+71.8% | $6,712+49.0% |
| Admin fee / account holder | $946 | $13,989-93.2% | $10,600-91.1% | $11,409-91.7% |