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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 | $67,620 | $89,370-24.3% | $141,197-52.1% | $72,976-7.3% |
| Participation rate | 65.6% | 75.1%-9.5pp | 82.5%-16.9pp | 69.5%-3.9pp |
| Annual return | 7.80% | 111.88%-104.1pp | 71.41%-63.6pp | 81.02%-73.2pp |
| Employer contribution / active EE | $2,815 | $3,115-9.6% | $4,736-40.6% | $2,440+15.4% |
| Participant deferral / active EE | $2,845 | $5,419-47.5% | $6,710-57.6% | $3,608-21.1% |
| Admin fee / account holder | $1,360 | $5,957-77.2% | $10,265-86.8% | $5,124-73.5% |