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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 | $60,920 | $107,353-43.3% | $92,903-34.4% | $152,885-60.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 9.75% | 145.62%-135.9pp | 109.43%-99.7pp | 345.39%-335.6pp |
| Employer contribution / active EE | $876 | $4,222-79.2% | $3,653-76.0% | $4,763-81.6% |
| Participant deferral / active EE | $4,242 | $4,848-12.5% | $4,238+0.1% | $5,851-27.5% |
| Admin fee / account holder | $7,746 | $7,081+9.4% | $5,795+33.7% | $11,598-33.2% |