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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 | $32,536 | $57,312-43.2% | $86,617-62.4% | $75,181-56.7% |
| Participation rate | 63.2% | 63.2%0pp | 71.7%-8.5pp | 67.2%-4.0pp |
| Annual return | 11.05% | 2672.78%-2661.7pp | 591.91%-580.9pp | 160.69%-149.6pp |
| Employer contribution / active EE | $1,220 | $2,315-47.3% | $3,023-59.7% | $2,671-54.3% |
| Participant deferral / active EE | $2,198 | $3,319-33.8% | $4,437-50.5% | $4,126-46.7% |
| Admin fee / account holder | $452 | $4,114-89.0% | $5,613-92.0% | $5,650-92.0% |