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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 | $30,881 | $72,071-57.2% | $68,368-54.8% | $137,256-77.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 5.29% | 353.14%-347.9pp | 292.57%-287.3pp | 220.34%-215.0pp |
| Employer contribution / active EE | $1,997 | $2,788-28.4% | $2,649-24.6% | $4,156-51.9% |
| Participant deferral / active EE | $4,609 | $4,410+4.5% | $4,123+11.8% | $6,407-28.1% |
| Admin fee / account holder | $8,588 | $5,336+61.0% | $5,150+66.8% | $12,270-30.0% |