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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 | $27,554 | $148,623-81.5% | $135,974-79.7% | $139,466-80.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 5.26% | 79.30%-74.0pp | 68.30%-63.0pp | 373.66%-368.4pp |
| Employer contribution / active EE | $1,091 | $5,246-79.2% | $4,859-77.5% | $4,754-77.0% |
| Participant deferral / active EE | $2,718 | $8,103-66.5% | $7,760-65.0% | $6,712-59.5% |
| Admin fee / account holder | $1,813 | $12,406-85.4% | $10,767-83.2% | $11,409-84.1% |