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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 | $53,439 | $160,028-66.6% | $147,080-63.7% | $145,884-63.4% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 9.53% | 98.60%-89.1pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $4,679 | $5,286-11.5% | $4,933-5.2% | $4,662+0.4% |
| Participant deferral / active EE | $7,450 | $8,422-11.5% | $8,066-7.6% | $6,690+11.4% |
| Admin fee / account holder | $766 | $15,030-94.9% | $12,989-94.1% | $13,392-94.3% |