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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 | $99,999 | $160,040-37.5% | $147,096-32.0% | $145,877-31.4% |
| Participation rate | 7.7% | 84.0%-76.3pp | 82.2%-74.5pp | 80.3%-72.6pp |
| Annual return | 8.34% | 98.49%-90.2pp | 419.75%-411.4pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,082 | $5,289-79.5% | $4,936-78.1% | $4,663-76.8% |
| Participant deferral / active EE | $2,893 | $8,429-65.7% | $8,071-64.2% | $6,691-56.8% |
| Admin fee / account holder | $1,172 | $15,050-92.2% | $13,005-91.0% | $13,402-91.3% |