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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 | $31,141 | $165,399-81.2% | $149,745-79.2% | $158,982-80.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 6.83% | 348.34%-341.5pp | 276.72%-269.9pp | 302.99%-296.2pp |
| Employer contribution / active EE | $11,874 | $5,105+132.6% | $4,646+155.6% | $4,763+149.3% |
| Participant deferral / active EE | $8,897 | $7,183+23.9% | $6,843+30.0% | $5,983+48.7% |
| Admin fee / account holder | $896 | $10,811-91.7% | $9,312-90.4% | $11,252-92.0% |