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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 | $6,080 | $90,691-93.3% | $76,119-92.0% | $145,884-95.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 8.28% | 624.52%-616.2pp | 361.25%-353.0pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,147 | $3,329-65.5% | $2,693-57.4% | $4,662-75.4% |
| Participant deferral / active EE | $1,532 | $5,167-70.4% | $4,259-64.0% | $6,690-77.1% |
| Admin fee / account holder | $552 | $8,383-93.4% | $6,421-91.4% | $13,392-95.9% |