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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 | $98,619 | $106,918-7.8% | $84,021+17.4% | $152,897-35.5% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 2.99% | 105.01%-102.0pp | 71.32%-68.3pp | 345.43%-342.4pp |
| Employer contribution / active EE | $10,417 | $2,735+280.9% | $1,984+425.1% | $4,764+118.7% |
| Participant deferral / active EE | $2,355 | $4,012-41.3% | $3,239-27.3% | $5,851-59.8% |
| Admin fee / account holder | $3,276 | $8,288-60.5% | $6,102-46.3% | $11,599-71.8% |