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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 | $88,710-39.6% | $81,783-34.5% | $145,959-63.3% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.4%-3.6pp | 80.3%-11.5pp |
| Annual return | 9.13% | 1027.26%-1018.1pp | 775.05%-765.9pp | 561.95%-552.8pp |
| Employer contribution / active EE | $2,718 | $3,083-11.8% | $2,913-6.7% | $4,661-41.7% |
| Participant deferral / active EE | $6,397 | $4,645+37.7% | $4,320+48.1% | $6,689-4.4% |
| Admin fee / account holder | $335 | $8,407-96.0% | $7,380-95.5% | $13,398-97.5% |