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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 | $53,323 | $88,778-39.9% | $81,844-34.8% | $145,884-63.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 6.67% | 1033.03%-1026.4pp | 778.87%-772.2pp | 551.85%-545.2pp |
| Employer contribution / active EE | $2,345 | $3,087-24.0% | $2,916-19.6% | $4,662-49.7% |
| Participant deferral / active EE | $11,764 | $4,648+153.1% | $4,323+172.1% | $6,690+75.9% |
| Admin fee / account holder | $2,078 | $8,430-75.3% | $7,355-71.7% | $13,392-84.5% |