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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 | $11,122 | $58,258-80.9% | $81,820-86.4% | $80,925-86.3% |
| Participation rate | 57.1% | 63.5%-6.3pp | 72.4%-15.2pp | 67.7%-10.5pp |
| Annual return | 9.10% | 41.76%-32.7pp | 777.93%-768.8pp | 35.65%-26.5pp |
| Employer contribution / active EE | $1,509 | $2,345-35.7% | $2,915-48.2% | $2,756-45.3% |
| Participant deferral / active EE | $1,809 | $3,284-44.9% | $4,323-58.1% | $4,299-57.9% |
| Admin fee / account holder | $1,044 | $4,976-79.0% | $7,391-85.9% | $6,940-85.0% |