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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 | $110,093-88.8% | $97,295-87.4% | $145,897-91.6% |
| Participation rate | 45.5% | 75.9%-30.5pp | 72.7%-27.2pp | 80.3%-34.9pp |
| Annual return | 6.36% | 244.76%-238.4pp | 75.62%-69.3pp | 552.29%-545.9pp |
| Employer contribution / active EE | $953 | $3,077-69.0% | $2,723-65.0% | $4,663-79.6% |
| Participant deferral / active EE | $1,328 | $4,678-71.6% | $4,264-68.9% | $6,689-80.2% |
| Admin fee / account holder | $466 | $6,212-92.5% | $5,646-91.7% | $13,390-96.5% |