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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 | $79,827 | $111,878-28.6% | $93,727-14.8% | $145,897-45.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 7.42% | 204.28%-196.9pp | 133.83%-126.4pp | 552.29%-544.9pp |
| Employer contribution / active EE | $1,118 | $3,092-63.9% | $2,421-53.8% | $4,663-76.0% |
| Participant deferral / active EE | $1,401 | $4,920-71.5% | $4,417-68.3% | $6,689-79.1% |
| Admin fee / account holder | $1,711 | $10,256-83.3% | $8,292-79.4% | $13,390-87.2% |