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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 | $53,447 | $110,039-51.4% | $97,260-45.0% | $145,884-63.4% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 7.21% | 244.44%-237.2pp | 75.54%-68.3pp | 551.85%-544.6pp |
| Employer contribution / active EE | $942 | $3,074-69.4% | $2,721-65.4% | $4,662-79.8% |
| Participant deferral / active EE | $6,382 | $4,674+36.5% | $4,262+49.8% | $6,690-4.6% |
| Admin fee / account holder | $509 | $6,204-91.8% | $5,640-91.0% | $13,392-96.2% |