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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 | $111,335 | $165,361-32.7% | $149,715-25.6% | $158,950-30.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 5.94% | 348.24%-342.3pp | 276.66%-270.7pp | 302.91%-297.0pp |
| Employer contribution / active EE | $1,879 | $5,103-63.2% | $4,645-59.5% | $4,762-60.5% |
| Participant deferral / active EE | $3,559 | $7,182-50.4% | $6,842-48.0% | $5,983-40.5% |
| Admin fee / account holder | $775 | $10,808-92.8% | $9,310-91.7% | $11,248-93.1% |