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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 | $105,364 | $103,008+2.3% | $90,304+16.7% | $152,897-31.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 3.42% | 95.22%-91.8pp | 78.13%-74.7pp | 345.43%-342.0pp |
| Employer contribution / active EE | $756 | $3,139-75.9% | $2,855-73.5% | $4,764-84.1% |
| Participant deferral / active EE | $1,902 | $4,281-55.6% | $3,885-51.0% | $5,851-67.5% |
| Admin fee / account holder | $13,207 | $6,175+113.9% | $5,354+146.7% | $11,599+13.9% |