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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 | $67,162 | $100,147-32.9% | $81,286-17.4% | $145,877-54.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 5.91% | 34.44%-28.5pp | 24.80%-18.9pp | 551.28%-545.4pp |
| Employer contribution / active EE | $3,333 | $2,977+12.0% | $2,463+35.4% | $4,663-28.5% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $564 | $8,201-93.1% | $5,764-90.2% | $13,402-95.8% |