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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 | $53,568 | $88,778-39.7% | $81,844-34.5% | $145,884-63.3% |
| Participation rate | 68.8% | 75.1%-6.3pp | 72.4%-3.6pp | 80.3%-11.6pp |
| Annual return | 9.13% | 1033.03%-1023.9pp | 778.87%-769.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $2,718 | $3,087-12.0% | $2,916-6.8% | $4,662-41.7% |
| Participant deferral / active EE | $6,397 | $4,648+37.6% | $4,323+48.0% | $6,690-4.4% |
| Admin fee / account holder | $335 | $8,430-96.0% | $7,355-95.4% | $13,392-97.5% |