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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 | $26,555 | $90,691-70.7% | $76,119-65.1% | $145,884-81.8% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.1%-13.5pp | 80.3%-24.7pp |
| Annual return | 8.28% | 624.52%-616.2pp | 361.25%-353.0pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,470 | $3,329-55.8% | $2,693-45.4% | $4,662-68.5% |
| Participant deferral / active EE | $7,472 | $5,167+44.6% | $4,259+75.4% | $6,690+11.7% |
| Admin fee / account holder | $2,196 | $8,383-73.8% | $6,421-65.8% | $13,392-83.6% |