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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 | $29,655 | $100,203-70.4% | $85,240-65.2% | $145,897-79.7% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 4.67% | 84.28%-79.6pp | 66.75%-62.1pp | 552.29%-547.6pp |
| Employer contribution / active EE | $2,751 | $3,242-15.1% | $2,735+0.6% | $4,663-41.0% |
| Participant deferral / active EE | $12,472 | $5,299+135.4% | $4,527+175.5% | $6,689+86.5% |
| Admin fee / account holder | $1,459 | $7,265-79.9% | $6,165-76.3% | $13,390-89.1% |