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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 | $32,583 | $65,423-50.2% | $98,477-66.9% | $85,856-62.0% |
| Participation rate | 69.0% | 65.0%+4.0pp | 73.3%-4.4pp | 69.3%-0.4pp |
| Annual return | 8.87% | 21.76%-12.9pp | 1493.59%-1484.7pp | 318.58%-309.7pp |
| Employer contribution / active EE | $1,124 | $2,168-48.1% | $2,961-62.0% | $2,565-56.2% |
| Participant deferral / active EE | $1,703 | $3,167-46.2% | $4,276-60.2% | $3,952-56.9% |
| Admin fee / account holder | $1,119 | $4,594-75.6% | $5,951-81.2% | $6,261-82.1% |