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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 | $21,316 | $160,028-86.7% | $147,080-85.5% | $145,884-85.4% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 7.92% | 98.60%-90.7pp | 420.17%-412.2pp | 551.85%-543.9pp |
| Employer contribution / active EE | $1,495 | $5,286-71.7% | $4,933-69.7% | $4,662-67.9% |
| Participant deferral / active EE | $6,095 | $8,422-27.6% | $8,066-24.4% | $6,690-8.9% |
| Admin fee / account holder | $450 | $15,030-97.0% | $12,989-96.5% | $13,392-96.6% |