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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 | $22,228 | $108,897-79.6% | $100,378-77.9% | $145,877-84.8% |
| Participation rate | 25.0% | 83.0%-58.0pp | 81.5%-56.5pp | 80.3%-55.3pp |
| Annual return | 3.48% | 58.17%-54.7pp | 49.41%-45.9pp | 551.28%-547.8pp |
| Employer contribution / active EE | $1,243 | $4,420-71.9% | $3,942-68.5% | $4,663-73.3% |
| Participant deferral / active EE | $3,653 | $8,455-56.8% | $8,087-54.8% | $6,691-45.4% |
| Admin fee / account holder | $7,872 | $9,690-18.8% | $7,899-0.3% | $13,402-41.3% |