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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 | $96,607 | $150,435-35.8% | $120,580-19.9% | $145,897-33.8% |
| Participation rate | 66.7% | 78.8%-12.1pp | 72.0%-5.3pp | 80.3%-13.6pp |
| Annual return | 7.37% | 154.60%-147.2pp | 107.48%-100.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $1,219 | $4,352-72.0% | $3,469-64.9% | $4,663-73.9% |
| Participant deferral / active EE | $2,371 | $6,174-61.6% | $4,995-52.5% | $6,689-64.6% |
| Admin fee / account holder | $1,770 | $12,182-85.5% | $9,418-81.2% | $13,390-86.8% |