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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 | $42,788 | $68,394-37.4% | $94,672-54.8% | $75,177-43.1% |
| Participation rate | 65.6% | 76.1%-10.4pp | 80.8%-15.2pp | 67.2%-1.6pp |
| Annual return | 12.90% | 616.92%-604.0pp | 156.89%-144.0pp | 160.75%-147.8pp |
| Employer contribution / active EE | $1,295 | $2,701-52.1% | $3,673-64.7% | $2,671-51.5% |
| Participant deferral / active EE | $3,340 | $6,536-48.9% | $7,417-55.0% | $4,126-19.1% |
| Admin fee / account holder | $2,164 | $5,326-59.4% | $7,222-70.0% | $5,651-61.7% |