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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 | $66,503 | $102,422-35.1% | $147,117-54.8% | $80,959-17.9% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 10.29% | 135.16%-124.9pp | 420.54%-410.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $3,332 | $3,717-10.4% | $4,932-32.5% | $2,757+20.8% |
| Participant deferral / active EE | $6,031 | $6,652-9.3% | $8,065-25.2% | $4,300+40.2% |
| Admin fee / account holder | $608 | $7,953-92.4% | $12,993-95.3% | $6,925-91.2% |