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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 | $65,870 | $148,582-55.7% | $135,942-51.5% | $139,456-52.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 7.74% | 79.26%-71.5pp | 68.28%-60.5pp | 373.45%-365.7pp |
| Employer contribution / active EE | $3,555 | $5,245-32.2% | $4,858-26.8% | $4,753-25.2% |
| Participant deferral / active EE | $29,507 | $8,101+264.2% | $7,759+280.3% | $6,711+339.7% |
| Admin fee / account holder | $448 | $12,402-96.4% | $10,764-95.8% | $11,407-96.1% |