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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 | $40,228 | $111,785-64.0% | $93,669-57.1% | $145,877-72.4% |
| Participation rate | 68.4% | 74.2%-5.8pp | 68.7%-0.3pp | 80.3%-11.9pp |
| Annual return | 7.44% | 203.79%-196.3pp | 133.59%-126.2pp | 551.28%-543.8pp |
| Employer contribution / active EE | $1,661 | $3,096-46.3% | $2,424-31.5% | $4,663-64.4% |
| Participant deferral / active EE | $3,118 | $4,919-36.6% | $4,416-29.4% | $6,691-53.4% |
| Admin fee / account holder | $1,847 | $10,256-82.0% | $8,291-77.7% | $13,402-86.2% |