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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 | $44,828 | $109,967-59.2% | $97,197-53.9% | $145,877-69.3% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 6.29% | 244.27%-238.0pp | 75.47%-69.2pp | 551.28%-545.0pp |
| Employer contribution / active EE | $1,584 | $3,077-48.5% | $2,723-41.8% | $4,663-66.0% |
| Participant deferral / active EE | $3,102 | $4,676-33.7% | $4,263-27.2% | $6,691-53.6% |
| Admin fee / account holder | $1,491 | $6,199-75.9% | $5,637-73.5% | $13,402-88.9% |