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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 | $33,333 | $160,040-79.2% | $147,096-77.3% | $145,877-77.1% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 7.92% | 98.49%-90.6pp | 419.75%-411.8pp | 551.28%-543.4pp |
| Employer contribution / active EE | $1,031 | $5,289-80.5% | $4,936-79.1% | $4,663-77.9% |
| Participant deferral / active EE | $2,690 | $8,429-68.1% | $8,071-66.7% | $6,691-59.8% |
| Admin fee / account holder | $481 | $15,050-96.8% | $13,005-96.3% | $13,402-96.4% |