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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 | $29,670 | $108,942-72.8% | $100,415-70.5% | $145,897-79.7% |
| Participation rate | 63.6% | 83.0%-19.3pp | 81.5%-17.9pp | 80.3%-16.7pp |
| Annual return | 8.44% | 58.27%-49.8pp | 49.47%-41.0pp | 552.29%-543.9pp |
| Employer contribution / active EE | $2,878 | $4,422-34.9% | $3,943-27.0% | $4,663-38.3% |
| Participant deferral / active EE | $10,211 | $8,461+20.7% | $8,091+26.2% | $6,689+52.6% |
| Admin fee / account holder | $1,390 | $9,702-85.7% | $7,906-82.4% | $13,390-89.6% |