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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 | $100,262-33.0% | $81,370-17.5% | $145,897-54.0% |
| Participation rate | 66.7% | 74.3%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 5.91% | 34.52%-28.6pp | 24.85%-18.9pp | 552.29%-546.4pp |
| Employer contribution / active EE | $3,333 | $2,979+11.9% | $2,464+35.3% | $4,663-28.5% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $564 | $8,163-93.1% | $5,749-90.2% | $13,390-95.8% |