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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 | $12,300 | $109,967-88.8% | $97,197-87.3% | $145,877-91.6% |
| Participation rate | 45.5% | 76.0%-30.5pp | 72.7%-27.2pp | 80.3%-34.8pp |
| Annual return | 6.36% | 244.27%-237.9pp | 75.47%-69.1pp | 551.28%-544.9pp |
| Employer contribution / active EE | $953 | $3,077-69.0% | $2,723-65.0% | $4,663-79.6% |
| Participant deferral / active EE | $1,328 | $4,676-71.6% | $4,263-68.9% | $6,691-80.2% |
| Admin fee / account holder | $466 | $6,199-92.5% | $5,637-91.7% | $13,402-96.5% |