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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 | $14,413 | $88,778-83.8% | $81,844-82.4% | $145,884-90.1% |
| Participation rate | 38.1% | 75.1%-37.0pp | 72.4%-34.3pp | 80.3%-42.2pp |
| Annual return | 8.42% | 1033.03%-1024.6pp | 778.87%-770.4pp | 551.85%-543.4pp |
| Employer contribution / active EE | $629 | $3,087-79.6% | $2,916-78.4% | $4,662-86.5% |
| Participant deferral / active EE | $4,830 | $4,648+3.9% | $4,323+11.7% | $6,690-27.8% |
| Admin fee / account holder | $794 | $8,430-90.6% | $7,355-89.2% | $13,392-94.1% |