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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 | $75,864 | $96,731-21.6% | $123,973-38.8% | $86,983-12.8% |
| Participation rate | 69.0% | 70.0%-1.1pp | 76.7%-7.7pp | 69.5%-0.6pp |
| Annual return | 11.21% | 17.33%-6.1pp | 388.13%-376.9pp | 25.83%-14.6pp |
| Employer contribution / active EE | $2,903 | $3,297-12.0% | $4,126-29.6% | $2,584+12.3% |
| Participant deferral / active EE | $4,811 | $4,152+15.9% | $5,247-8.3% | $4,194+14.7% |
| Admin fee / account holder | $34,592 | $8,722+296.6% | $11,799+193.2% | $7,856+340.3% |