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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 | $36,998 | $80,812-54.2% | $160,784-77.0% | $82,448-55.1% |
| Participation rate | 53.1% | 66.2%-13.1pp | 77.0%-23.8pp | 68.1%-14.9pp |
| Annual return | 13.21% | 100.59%-87.4pp | 1803.92%-1790.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,347 | $2,174-38.0% | $3,733-63.9% | $2,551-47.2% |
| Participant deferral / active EE | $2,870 | $4,335-33.8% | $6,293-54.4% | $4,139-30.7% |
| Admin fee / account holder | $2,803 | $7,695-63.6% | $9,717-71.2% | $7,234-61.3% |