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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 | $72,181 | $88,778-18.7% | $81,844-11.8% | $145,884-50.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 7.14% | 1033.03%-1025.9pp | 778.87%-771.7pp | 551.85%-544.7pp |
| Employer contribution / active EE | $650 | $3,087-78.9% | $2,916-77.7% | $4,662-86.1% |
| Participant deferral / active EE | $6,803 | $4,648+46.3% | $4,323+57.3% | $6,690+1.7% |
| Admin fee / account holder | $2,963 | $8,430-64.8% | $7,355-59.7% | $13,392-77.9% |