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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 | $24,025 | $157,296-84.7% | $141,191-83.0% | $152,897-84.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 8.66% | 64.34%-55.7pp | 71.41%-62.8pp | 345.43%-336.8pp |
| Employer contribution / active EE | $2,339 | $5,262-55.6% | $4,736-50.6% | $4,764-50.9% |
| Participant deferral / active EE | $7,680 | $7,111+8.0% | $6,710+14.5% | $5,851+31.3% |
| Admin fee / account holder | $3,180 | $12,125-73.8% | $10,264-69.0% | $11,599-72.6% |