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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 | $51,589 | $72,071-28.4% | $68,368-24.5% | $137,256-62.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 12.01% | 353.14%-341.1pp | 292.57%-280.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,474 | $2,788-47.1% | $2,649-44.4% | $4,156-64.5% |
| Participant deferral / active EE | $4,400 | $4,410-0.2% | $4,123+6.7% | $6,407-31.3% |
| Admin fee / account holder | $726 | $5,336-86.4% | $5,150-85.9% | $12,270-94.1% |