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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 | $25,930 | $96,691-73.2% | $86,656-70.1% | $139,487-81.4% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 9.41% | 106.87%-97.5pp | 593.09%-583.7pp | 373.84%-364.4pp |
| Employer contribution / active EE | $1,767 | $3,267-45.9% | $3,025-41.6% | $4,755-62.8% |
| Participant deferral / active EE | $2,905 | $4,838-40.0% | $4,439-34.6% | $6,713-56.7% |
| Admin fee / account holder | $597 | $6,414-90.7% | $5,619-89.4% | $11,407-94.8% |