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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 | $26,419 | $81,664-67.6% | $70,476-62.5% | $158,966-83.4% |
| Participation rate | 69.2% | 77.7%-8.5pp | 75.1%-5.8pp | 82.0%-12.7pp |
| Annual return | 0.81% | 208.59%-207.8pp | 109.12%-108.3pp | 302.95%-302.1pp |
| Employer contribution / active EE | $1,237 | $3,219-61.6% | $2,738-54.8% | $4,762-74.0% |
| Participant deferral / active EE | $1,237 | $4,556-72.8% | $3,710-66.7% | $5,983-79.3% |
| Admin fee / account holder | $6,262 | $6,197+1.0% | $3,847+62.8% | $11,250-44.3% |