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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 | $81,347 | $160,040-49.2% | $147,096-44.7% | $145,877-44.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.12% | 98.49%-91.4pp | 419.75%-412.6pp | 551.28%-544.2pp |
| Employer contribution / active EE | $3,494 | $5,289-33.9% | $4,936-29.2% | $4,663-25.1% |
| Participant deferral / active EE | $4,856 | $8,429-42.4% | $8,071-39.8% | $6,691-27.4% |
| Admin fee / account holder | $366 | $15,050-97.6% | $13,005-97.2% | $13,402-97.3% |