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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 | $55,086 | $144,130-61.8% | $117,861-53.3% | $147,586-62.7% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 7.96% | 531.20%-523.2pp | 335.11%-327.1pp | 578.59%-570.6pp |
| Employer contribution / active EE | $1,482 | $4,897-69.7% | $3,786-60.9% | $4,876-69.6% |
| Participant deferral / active EE | $2,025 | $5,316-61.9% | $4,482-54.8% | $5,439-62.8% |
| Admin fee / account holder | $616 | $10,887-94.3% | $8,021-92.3% | $10,886-94.3% |