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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 | $65,244 | $110,039-40.7% | $97,260-32.9% | $145,884-55.3% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 7.04% | 244.44%-237.4pp | 75.54%-68.5pp | 551.85%-544.8pp |
| Employer contribution / active EE | $11,384 | $3,074+270.3% | $2,721+318.3% | $4,662+144.2% |
| Participant deferral / active EE | $4,110 | $4,674-12.1% | $4,262-3.6% | $6,690-38.6% |
| Admin fee / account holder | $2,956 | $6,204-52.4% | $5,640-47.6% | $13,392-77.9% |