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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 | $77,584 | $100,073-22.5% | $85,126-8.9% | $145,877-46.8% |
| Participation rate | 68.8% | 74.1%-5.4pp | 67.5%+1.2pp | 80.3%-11.6pp |
| Annual return | 8.12% | 84.11%-76.0pp | 66.63%-58.5pp | 551.28%-543.2pp |
| Employer contribution / active EE | $2,188 | $3,236-32.4% | $2,731-19.9% | $4,663-53.1% |
| Participant deferral / active EE | $3,167 | $5,294-40.2% | $4,523-30.0% | $6,691-52.7% |
| Admin fee / account holder | $4,290 | $7,261-40.9% | $6,160-30.4% | $13,402-68.0% |