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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 | $22,047 | $159,934-86.2% | $147,005-85.0% | $145,959-84.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 2.32% | 98.24%-95.9pp | 418.76%-416.4pp | 561.95%-559.6pp |
| Employer contribution / active EE | $1,749 | $5,287-66.9% | $4,934-64.6% | $4,661-62.5% |
| Participant deferral / active EE | $2,802 | $8,427-66.7% | $8,070-65.3% | $6,689-58.1% |
| Admin fee / account holder | $3,306 | $15,053-78.0% | $13,006-74.6% | $13,398-75.3% |