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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 | $67,156 | $85,171-21.2% | $172,753-61.1% | $72,976-8.0% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 4.26% | 27.32%-23.1pp | 803.00%-798.7pp | 81.02%-76.8pp |
| Employer contribution / active EE | $1,777 | $3,324-46.5% | $5,144-65.5% | $2,440-27.2% |
| Participant deferral / active EE | $4,173 | $3,260+28.0% | $5,198-19.7% | $3,608+15.7% |
| Admin fee / account holder | $796 | $5,880-86.5% | $13,956-94.3% | $5,124-84.5% |