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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 | $71,550 | $108,911-34.3% | $100,392-28.7% | $145,884-51.0% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 8.80% | 58.23%-49.4pp | 49.45%-40.7pp | 551.85%-543.0pp |
| Employer contribution / active EE | $2,568 | $4,420-41.9% | $3,941-34.8% | $4,662-44.9% |
| Participant deferral / active EE | $3,854 | $8,459-54.4% | $8,090-52.4% | $6,690-42.4% |
| Admin fee / account holder | $7,910 | $9,698-18.4% | $7,904+0.1% | $13,392-40.9% |