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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 | $88,611 | $183,592-51.7% | $155,574-43.0% | $145,877-39.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 5.29% | 61.37%-56.1pp | 64.87%-59.6pp | 551.28%-546.0pp |
| Employer contribution / active EE | $1,540 | $5,317-71.0% | $4,676-67.1% | $4,663-67.0% |
| Participant deferral / active EE | $4,491 | $6,466-30.5% | $5,629-20.2% | $6,691-32.9% |
| Admin fee / account holder | $1,301 | $19,316-93.3% | $15,914-91.8% | $13,402-90.3% |