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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 | $81,872 | $168,626-51.4% | $133,698-38.8% | $145,897-43.9% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.4%-9.8pp | 80.3%-13.6pp |
| Annual return | 6.57% | 1168.99%-1162.4pp | 580.90%-574.3pp | 552.29%-545.7pp |
| Employer contribution / active EE | $1,999 | $5,290-62.2% | $4,218-52.6% | $4,663-57.1% |
| Participant deferral / active EE | $2,367 | $8,688-72.8% | $7,016-66.3% | $6,689-64.6% |
| Admin fee / account holder | $501 | $9,638-94.8% | $6,703-92.5% | $13,390-96.3% |