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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 | $27,737 | $135,956-79.6% | $123,894-77.6% | $273,972-89.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | -0.68% | 56.63%-57.3pp | 47.52%-48.2pp | 41.46%-42.1pp |
| Employer contribution / active EE | $11,930 | $5,170+130.8% | $4,617+158.4% | $4,869+145.0% |
| Participant deferral / active EE | $9,197 | $6,343+45.0% | $5,984+53.7% | $5,287+73.9% |
| Admin fee / account holder | $1,032 | $9,817-89.5% | $8,357-87.7% | $10,133-89.8% |