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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 | $62,758 | $72,403-13.3% | $67,524-7.1% | $145,978-57.0% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 7.23% | 7197.23%-7190.0pp | 3519.41%-3512.2pp | 550.52%-543.3pp |
| Employer contribution / active EE | $1,143 | $3,072-62.8% | $2,734-58.2% | $4,662-75.5% |
| Participant deferral / active EE | $2,888 | $4,782-39.6% | $4,001-27.8% | $6,690-56.8% |
| Admin fee / account holder | $465 | $5,541-91.6% | $4,001-88.4% | $13,400-96.5% |