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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 | $21,900 | $111,785-80.4% | $93,669-76.6% | $145,877-85.0% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 7.63% | 203.79%-196.2pp | 133.59%-126.0pp | 551.28%-543.6pp |
| Employer contribution / active EE | $1,466 | $3,096-52.7% | $2,424-39.5% | $4,663-68.6% |
| Participant deferral / active EE | $2,543 | $4,919-48.3% | $4,416-42.4% | $6,691-62.0% |
| Admin fee / account holder | $1,162 | $10,256-88.7% | $8,291-86.0% | $13,402-91.3% |