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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 | $38,848 | $169,237-77.0% | $129,339-70.0% | $145,978-73.4% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 6.56% | 14364.43%-14357.9pp | 9437.05%-9430.5pp | 550.52%-544.0pp |
| Employer contribution / active EE | $2,478 | $5,540-55.3% | $4,154-40.4% | $4,662-46.9% |
| Participant deferral / active EE | $10,014 | $4,991+100.6% | $4,170+140.1% | $6,690+49.7% |
| Admin fee / account holder | $2,421 | $9,882-75.5% | $7,668-68.4% | $13,400-81.9% |