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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 | $59,661 | $111,535-46.5% | $105,223-43.3% | $137,256-56.5% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 80.0%-11.2pp |
| Annual return | 10.50% | 237.85%-227.4pp | 180.65%-170.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,367 | $3,939-65.3% | $3,689-62.9% | $4,156-67.1% |
| Participant deferral / active EE | $5,007 | $5,500-9.0% | $5,072-1.3% | $6,407-21.8% |
| Admin fee / account holder | $5,487 | $9,721-43.6% | $8,859-38.1% | $12,270-55.3% |