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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 | $18,916 | $160,028-88.2% | $147,080-87.1% | $145,884-87.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.72% | 98.60%-91.9pp | 420.17%-413.4pp | 551.85%-545.1pp |
| Employer contribution / active EE | $1,875 | $5,286-64.5% | $4,933-62.0% | $4,662-59.8% |
| Participant deferral / active EE | $6,951 | $8,422-17.5% | $8,066-13.8% | $6,690+3.9% |
| Admin fee / account holder | $1,213 | $15,030-91.9% | $12,989-90.7% | $13,392-90.9% |