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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 | $26,589 | $65,575-59.5% | $86,209-69.2% | $75,181-64.6% |
| Participation rate | 59.2% | 60.5%-1.3pp | 69.0%-9.8pp | 67.2%-8.0pp |
| Annual return | 9.92% | 46.07%-36.2pp | 1169.05%-1159.1pp | 160.69%-150.8pp |
| Employer contribution / active EE | $883 | $1,553-43.1% | $2,381-62.9% | $2,671-66.9% |
| Participant deferral / active EE | $3,222 | $3,023+6.6% | $3,986-19.2% | $4,126-21.9% |
| Admin fee / account holder | $5,332 | $5,470-2.5% | $6,853-22.2% | $5,650-5.6% |