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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 | $61,743 | $183,539-66.4% | $155,556-60.3% | $145,897-57.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 6.78% | 61.31%-54.5pp | 64.84%-58.1pp | 552.29%-545.5pp |
| Employer contribution / active EE | $2,501 | $5,315-52.9% | $4,675-46.5% | $4,663-46.4% |
| Participant deferral / active EE | $2,623 | $6,467-59.4% | $5,631-53.4% | $6,689-60.8% |
| Admin fee / account holder | $722 | $19,275-96.3% | $15,885-95.5% | $13,390-94.6% |