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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 | $69,999 | $80,812-13.4% | $160,784-56.5% | $82,448-15.1% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.0%-27.0pp | 68.1%-18.1pp |
| Annual return | 11.18% | 100.59%-89.4pp | 1803.92%-1792.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $2,039 | $2,174-6.2% | $3,733-45.4% | $2,551-20.1% |
| Participant deferral / active EE | $6,253 | $4,335+44.2% | $6,293-0.6% | $4,139+51.1% |
| Admin fee / account holder | $7,839 | $7,695+1.9% | $9,717-19.3% | $7,234+8.4% |