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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 | $24,749 | $107,363-76.9% | $92,909-73.4% | $152,897-83.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 1.95% | 145.63%-143.7pp | 109.44%-107.5pp | 345.43%-343.5pp |
| Employer contribution / active EE | $1,783 | $4,222-57.8% | $3,653-51.2% | $4,764-62.6% |
| Participant deferral / active EE | $3,540 | $4,848-27.0% | $4,238-16.5% | $5,851-39.5% |
| Admin fee / account holder | $1,256 | $7,082-82.3% | $5,795-78.3% | $11,599-89.2% |