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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 | $29,655 | $100,073-70.4% | $85,126-65.2% | $145,877-79.7% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 4.67% | 84.11%-79.4pp | 66.63%-62.0pp | 551.28%-546.6pp |
| Employer contribution / active EE | $2,751 | $3,236-15.0% | $2,731+0.7% | $4,663-41.0% |
| Participant deferral / active EE | $12,472 | $5,294+135.6% | $4,523+175.7% | $6,691+86.4% |
| Admin fee / account holder | $1,459 | $7,261-79.9% | $6,160-76.3% | $13,402-89.1% |