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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 | $25,122 | $100,203-74.9% | $85,240-70.5% | $145,897-82.8% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 7.68% | 84.28%-76.6pp | 66.75%-59.1pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,703 | $3,242-47.5% | $2,735-37.7% | $4,663-63.5% |
| Participant deferral / active EE | $3,634 | $5,299-31.4% | $4,527-19.7% | $6,689-45.7% |
| Admin fee / account holder | $1,299 | $7,265-82.1% | $6,165-78.9% | $13,390-90.3% |