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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 | $84,497 | $88,778-4.8% | $81,844+3.2% | $145,884-42.1% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 7.29% | 1033.03%-1025.7pp | 778.87%-771.6pp | 551.85%-544.6pp |
| Employer contribution / active EE | $2,838 | $3,087-8.1% | $2,916-2.7% | $4,662-39.1% |
| Participant deferral / active EE | $3,558 | $4,648-23.4% | $4,323-17.7% | $6,690-46.8% |
| Admin fee / account holder | $487 | $8,430-94.2% | $7,355-93.4% | $13,392-96.4% |