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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 | $58,331 | $102,393-43.0% | $147,041-60.3% | $80,911-27.9% |
| Participation rate | 64.5% | 75.9%-11.3pp | 82.2%-17.7pp | 67.6%-3.1pp |
| Annual return | 10.46% | 134.95%-124.5pp | 419.21%-408.7pp | 35.63%-25.2pp |
| Employer contribution / active EE | $1,825 | $3,715-50.9% | $4,935-63.0% | $2,756-33.8% |
| Participant deferral / active EE | $3,727 | $6,647-43.9% | $8,071-53.8% | $4,297-13.3% |
| Admin fee / account holder | $812 | $7,943-89.8% | $13,006-93.8% | $6,935-88.3% |