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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 | $117,346 | $88,754+32.2% | $81,820+43.4% | $145,877-19.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.97% | 1031.77%-1022.8pp | 777.93%-769.0pp | 551.28%-542.3pp |
| Employer contribution / active EE | $1,050 | $3,085-66.0% | $2,915-64.0% | $4,663-77.5% |
| Participant deferral / active EE | $6,744 | $4,648+45.1% | $4,323+56.0% | $6,691+0.8% |
| Admin fee / account holder | $500 | $8,424-94.1% | $7,391-93.2% | $13,402-96.3% |