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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 | $54,115 | $70,587-23.3% | $124,693-56.6% | $85,847-37.0% |
| Participation rate | 66.7% | 64.4%+2.3pp | 74.6%-7.9pp | 69.3%-2.7pp |
| Annual return | 10.33% | 20688.83%-20678.5pp | 5144.19%-5133.9pp | 318.61%-308.3pp |
| Employer contribution / active EE | $1,683 | $1,913-12.1% | $3,324-49.4% | $2,565-34.4% |
| Participant deferral / active EE | $2,965 | $2,969-0.1% | $4,615-35.7% | $3,952-25.0% |
| Admin fee / account holder | $2,567 | $5,282-51.4% | $7,494-65.7% | $6,261-59.0% |