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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 | $71,250 | $176,105-59.5% | $159,474-55.3% | $167,536-57.5% |
| Participation rate | 68.2% | 85.0%-16.8pp | 82.8%-14.6pp | 82.1%-13.9pp |
| Annual return | 9.59% | 331.91%-322.3pp | 263.68%-254.1pp | 478.82%-469.2pp |
| Employer contribution / active EE | $1,052 | $5,299-80.1% | $4,831-78.2% | $4,839-78.3% |
| Participant deferral / active EE | $2,911 | $7,751-62.4% | $7,353-60.4% | $6,342-54.1% |
| Admin fee / account holder | $6,726 | $12,559-46.4% | $10,802-37.7% | $12,315-45.4% |