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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 | $26,130 | $100,073-73.9% | $85,126-69.3% | $145,877-82.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 0.62% | 84.11%-83.5pp | 66.63%-66.0pp | 551.28%-550.7pp |
| Employer contribution / active EE | $2,436 | $3,236-24.7% | $2,731-10.8% | $4,663-47.8% |
| Participant deferral / active EE | $11,624 | $5,294+119.6% | $4,523+157.0% | $6,691+73.7% |
| Admin fee / account holder | $1,025 | $7,261-85.9% | $6,160-83.4% | $13,402-92.4% |