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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 | $103,427 | $111,535-7.3% | $105,223-1.7% | $137,256-24.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 9.14% | 237.85%-228.7pp | 180.65%-171.5pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,119 | $3,939-71.6% | $3,689-69.7% | $4,156-73.1% |
| Participant deferral / active EE | $2,660 | $5,500-51.6% | $5,072-47.6% | $6,407-58.5% |
| Admin fee / account holder | $23,437 | $9,721+141.1% | $8,859+164.6% | $12,270+91.0% |