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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 | $51,945 | $115,810-55.1% | $101,271-48.7% | $158,966-67.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 5.72% | 56.15%-50.4pp | 46.48%-40.8pp | 302.95%-297.2pp |
| Employer contribution / active EE | $3,339 | $4,175-20.0% | $3,660-8.8% | $4,762-29.9% |
| Participant deferral / active EE | $10,346 | $4,958+108.7% | $4,371+136.7% | $5,983+72.9% |
| Admin fee / account holder | $6,942 | $7,248-4.2% | $5,948+16.7% | $11,250-38.3% |