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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 | $30,348 | $70,366-56.9% | $66,674-54.5% | $138,895-78.2% |
| Participation rate | 69.2% | 76.2%-6.9pp | 73.7%-4.4pp | 79.9%-10.7pp |
| Annual return | 12.66% | 386.41%-373.7pp | 321.24%-308.6pp | 145.39%-132.7pp |
| Employer contribution / active EE | $2,009 | $2,765-27.3% | $2,620-23.3% | $4,194-52.1% |
| Participant deferral / active EE | $1,594 | $4,374-63.6% | $4,084-61.0% | $6,396-75.1% |
| Admin fee / account holder | $750 | $5,262-85.7% | $5,098-85.3% | $12,562-94.0% |