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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 | $13,464 | $57,312-76.5% | $86,617-84.5% | $75,181-82.1% |
| Participation rate | 51.6% | 63.2%-11.6pp | 71.7%-20.1pp | 67.2%-15.6pp |
| Annual return | 11.27% | 2672.78%-2661.5pp | 591.91%-580.6pp | 160.69%-149.4pp |
| Employer contribution / active EE | $2,489 | $2,315+7.5% | $3,023-17.7% | $2,671-6.8% |
| Participant deferral / active EE | $4,562 | $3,319+37.4% | $4,437+2.8% | $4,126+10.6% |
| Admin fee / account holder | $3,192 | $4,114-22.4% | $5,613-43.1% | $5,650-43.5% |