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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 | $34,998 | $166,020-78.9% | $164,866-78.8% | $145,959-76.0% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.6pp |
| Annual return | 8.59% | 100.08%-91.5pp | 69.97%-61.4pp | 561.95%-553.4pp |
| Employer contribution / active EE | $2,107 | $5,275-60.1% | $4,343-51.5% | $4,661-54.8% |
| Participant deferral / active EE | $5,056 | $6,961-27.4% | $6,033-16.2% | $6,689-24.4% |
| Admin fee / account holder | $7,119 | $16,644-57.2% | $12,689-43.9% | $13,398-46.9% |