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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 | $65,943 | $70,366-6.3% | $66,674-1.1% | $138,895-52.5% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 11.68% | 386.41%-374.7pp | 321.24%-309.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $1,161 | $2,765-58.0% | $2,620-55.7% | $4,194-72.3% |
| Participant deferral / active EE | $4,657 | $4,374+6.5% | $4,084+14.0% | $6,396-27.2% |
| Admin fee / account holder | $5,043 | $5,262-4.2% | $5,098-1.1% | $12,562-59.9% |