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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 | $42,743 | $160,028-73.3% | $147,080-70.9% | $145,884-70.7% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 9.62% | 98.60%-89.0pp | 420.17%-410.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,367 | $5,286-74.1% | $4,933-72.3% | $4,662-70.7% |
| Participant deferral / active EE | $6,785 | $8,422-19.4% | $8,066-15.9% | $6,690+1.4% |
| Admin fee / account holder | $574 | $15,030-96.2% | $12,989-95.6% | $13,392-95.7% |