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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 | $47,890 | $160,028-70.1% | $147,080-67.4% | $145,884-67.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.61% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.2pp |
| Employer contribution / active EE | $4,914 | $5,286-7.0% | $4,933-0.4% | $4,662+5.4% |
| Participant deferral / active EE | $5,497 | $8,422-34.7% | $8,066-31.9% | $6,690-17.8% |
| Admin fee / account holder | $326 | $15,030-97.8% | $12,989-97.5% | $13,392-97.6% |