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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 | $64,032 | $65,555-2.3% | $86,216-25.7% | $75,173-14.8% |
| Participation rate | 52.1% | 60.5%-8.4pp | 69.0%-16.9pp | 67.2%-15.1pp |
| Annual return | 10.67% | 46.07%-35.4pp | 1169.42%-1158.7pp | 160.72%-150.1pp |
| Employer contribution / active EE | $1,067 | $1,553-31.3% | $2,382-55.2% | $2,671-60.0% |
| Participant deferral / active EE | $3,257 | $3,023+7.7% | $3,986-18.3% | $4,126-21.1% |
| Admin fee / account holder | $1,000 | $5,469-81.7% | $6,853-85.4% | $5,651-82.3% |