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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 | $39,331 | $160,028-75.4% | $147,080-73.3% | $145,884-73.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.66% | 98.60%-89.9pp | 420.17%-411.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $3,798 | $5,286-28.2% | $4,933-23.0% | $4,662-18.5% |
| Participant deferral / active EE | $5,601 | $8,422-33.5% | $8,066-30.6% | $6,690-16.3% |
| Admin fee / account holder | $1,329 | $15,030-91.2% | $12,989-89.8% | $13,392-90.1% |