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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 | $69,446 | $88,815-21.8% | $81,882-15.2% | $145,897-52.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.43% | 1033.75%-1025.3pp | 779.47%-771.0pp | 552.29%-543.9pp |
| Employer contribution / active EE | $2,992 | $3,086-3.1% | $2,916+2.6% | $4,663-35.8% |
| Participant deferral / active EE | $3,293 | $4,647-29.1% | $4,323-23.8% | $6,689-50.8% |
| Admin fee / account holder | $496 | $8,434-94.1% | $7,360-93.3% | $13,390-96.3% |