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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 | $108,897-72.8% | $100,378-70.4% | $145,877-79.7% |
| Participation rate | 63.6% | 83.0%-19.3pp | 81.5%-17.9pp | 80.3%-16.7pp |
| Annual return | 8.44% | 58.17%-49.7pp | 49.41%-41.0pp | 551.28%-542.8pp |
| Employer contribution / active EE | $2,878 | $4,420-34.9% | $3,942-27.0% | $4,663-38.3% |
| Participant deferral / active EE | $10,211 | $8,455+20.8% | $8,087+26.3% | $6,691+52.6% |
| Admin fee / account holder | $1,390 | $9,690-85.7% | $7,899-82.4% | $13,402-89.6% |