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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 | $165,361-81.2% | $149,715-79.2% | $158,950-80.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 6.83% | 348.24%-341.4pp | 276.66%-269.8pp | 302.91%-296.1pp |
| Employer contribution / active EE | $11,874 | $5,103+132.7% | $4,645+155.6% | $4,762+149.3% |
| Participant deferral / active EE | $8,897 | $7,182+23.9% | $6,842+30.0% | $5,983+48.7% |
| Admin fee / account holder | $896 | $10,808-91.7% | $9,310-90.4% | $11,248-92.0% |