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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 | $26,043 | $160,040-83.7% | $147,096-82.3% | $145,877-82.1% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 6.74% | 98.49%-91.8pp | 419.75%-413.0pp | 551.28%-544.5pp |
| Employer contribution / active EE | $2,463 | $5,289-53.4% | $4,936-50.1% | $4,663-47.2% |
| Participant deferral / active EE | $3,516 | $8,429-58.3% | $8,071-56.4% | $6,691-47.4% |
| Admin fee / account holder | $687 | $15,050-95.4% | $13,005-94.7% | $13,402-94.9% |