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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 | $22,720 | $132,634-82.9% | $115,768-80.4% | $137,256-83.4% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.4%-18.8pp | 80.0%-24.4pp |
| Annual return | 6.74% | 160.70%-154.0pp | 100.46%-93.7pp | 220.34%-213.6pp |
| Employer contribution / active EE | $2,574 | $3,360-23.4% | $2,940-12.4% | $4,156-38.1% |
| Participant deferral / active EE | $3,072 | $5,619-45.3% | $4,917-37.5% | $6,407-52.1% |
| Admin fee / account holder | $3,953 | $15,028-73.7% | $12,439-68.2% | $12,270-67.8% |