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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 | $20,093 | $183,592-89.1% | $155,567-87.1% | $145,959-86.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 6.87% | 61.24%-54.4pp | 64.74%-57.9pp | 561.95%-555.1pp |
| Employer contribution / active EE | $3,210 | $5,315-39.6% | $4,674-31.3% | $4,661-31.1% |
| Participant deferral / active EE | $2,114 | $6,464-67.3% | $5,628-62.4% | $6,689-68.4% |
| Admin fee / account holder | $2,484 | $19,318-87.1% | $15,916-84.4% | $13,398-81.5% |