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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 | $76,113 | $110,410-31.1% | $102,437-25.7% | $145,897-47.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 6.88% | 24.85%-18.0pp | 24.95%-18.1pp | 552.29%-545.4pp |
| Employer contribution / active EE | $4,017 | $4,217-4.7% | $3,871+3.8% | $4,663-13.8% |
| Participant deferral / active EE | $20,447 | $5,622+263.7% | $5,060+304.1% | $6,689+205.7% |
| Admin fee / account holder | $2,366 | $9,745-75.7% | $8,388-71.8% | $13,390-82.3% |