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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 | $92,669 | $160,028-42.1% | $147,080-37.0% | $145,884-36.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.87% | 98.60%-90.7pp | 420.17%-412.3pp | 551.85%-544.0pp |
| Employer contribution / active EE | $1,073 | $5,286-79.7% | $4,933-78.3% | $4,662-77.0% |
| Participant deferral / active EE | $11,022 | $8,422+30.9% | $8,066+36.6% | $6,690+64.8% |
| Admin fee / account holder | $2,779 | $15,030-81.5% | $12,989-78.6% | $13,392-79.2% |