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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 | $156,372 | $226,105-30.8% | $182,540-14.3% | $152,897+2.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 3.35% | 192.58%-189.2pp | 148.58%-145.2pp | 345.43%-342.1pp |
| Employer contribution / active EE | $667 | $4,978-86.6% | $4,076-83.6% | $4,764-86.0% |
| Participant deferral / active EE | $2,471 | $6,370-61.2% | $5,525-55.3% | $5,851-57.8% |
| Admin fee / account holder | $381 | $10,706-96.4% | $8,593-95.6% | $11,599-96.7% |