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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 | $173,397-52.8% | $135,987-39.8% | $145,877-43.9% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.4%-9.8pp | 80.3%-13.6pp |
| Annual return | 6.57% | 1166.18%-1159.6pp | 580.01%-573.4pp | 551.28%-544.7pp |
| Employer contribution / active EE | $1,999 | $5,281-62.1% | $4,214-52.6% | $4,663-57.1% |
| Participant deferral / active EE | $2,367 | $8,710-72.8% | $7,027-66.3% | $6,691-64.6% |
| Admin fee / account holder | $501 | $9,663-94.8% | $6,716-92.5% | $13,402-96.3% |