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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 | $12,734 | $172,111-92.6% | $150,298-91.5% | $137,256-90.7% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 7.73% | 69.37%-61.6pp | 62.79%-55.1pp | 220.34%-212.6pp |
| Employer contribution / active EE | $2,521 | $4,636-45.6% | $4,154-39.3% | $4,156-39.3% |
| Participant deferral / active EE | $1,676 | $6,166-72.8% | $5,453-69.3% | $6,407-73.8% |
| Admin fee / account holder | $31,778 | $16,471+92.9% | $14,116+125.1% | $12,270+159.0% |