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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 | $72,071-11.6% | $68,368-6.8% | $137,256-53.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 6.91% | 353.14%-346.2pp | 292.57%-285.7pp | 220.34%-213.4pp |
| Employer contribution / active EE | $1,737 | $2,788-37.7% | $2,649-34.4% | $4,156-58.2% |
| Participant deferral / active EE | $6,560 | $4,410+48.8% | $4,123+59.1% | $6,407+2.4% |
| Admin fee / account holder | $1,212 | $5,336-77.3% | $5,150-76.5% | $12,270-90.1% |