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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 | $63,734 | $102,595-37.9% | $94,057-32.2% | $154,746-58.8% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 6.91% | 583.42%-576.5pp | 480.62%-473.7pp | 172.34%-165.4pp |
| Employer contribution / active EE | $1,737 | $3,147-44.8% | $2,933-40.8% | $4,379-60.3% |
| Participant deferral / active EE | $6,560 | $5,118+28.2% | $4,709+39.3% | $6,730-2.5% |
| Admin fee / account holder | $1,212 | $7,736-84.3% | $7,244-83.3% | $14,365-91.6% |