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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 | $12,989 | $70,366-81.5% | $66,674-80.5% | $138,895-90.6% |
| Participation rate | 53.8% | 76.2%-22.3pp | 73.7%-19.8pp | 79.9%-26.1pp |
| Annual return | 10.08% | 386.41%-376.3pp | 321.24%-311.2pp | 145.39%-135.3pp |
| Employer contribution / active EE | $666 | $2,765-75.9% | $2,620-74.6% | $4,194-84.1% |
| Participant deferral / active EE | $1,780 | $4,374-59.3% | $4,084-56.4% | $6,396-72.2% |
| Admin fee / account holder | $2,190 | $5,262-58.4% | $5,098-57.0% | $12,562-82.6% |