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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 | $54,371 | $162,136-66.5% | $152,301-64.3% | $154,746-64.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 2.04% | 91.02%-89.0pp | 80.50%-78.5pp | 172.34%-170.3pp |
| Employer contribution / active EE | $5,058 | $4,890+3.4% | $4,624+9.4% | $4,379+15.5% |
| Participant deferral / active EE | $6,662 | $8,341-20.1% | $8,004-16.8% | $6,730-1.0% |
| Admin fee / account holder | $821 | $15,759-94.8% | $14,398-94.3% | $14,365-94.3% |