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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 | $75,741 | $160,070-52.7% | $147,117-48.5% | $145,897-48.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.91% | 98.69%-90.8pp | 420.54%-412.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $1,317 | $5,285-75.1% | $4,932-73.3% | $4,663-71.8% |
| Participant deferral / active EE | $4,972 | $8,419-40.9% | $8,065-38.3% | $6,689-25.7% |
| Admin fee / account holder | $626 | $15,035-95.8% | $12,993-95.2% | $13,390-95.3% |