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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 | $27,693 | $60,139-54.0% | $90,461-69.4% | $79,856-65.3% |
| Participation rate | 62.3% | 65.0%-2.7pp | 72.7%-10.4pp | 69.6%-7.3pp |
| Annual return | 6.59% | 71.96%-65.4pp | 1294.76%-1288.2pp | 31.71%-25.1pp |
| Employer contribution / active EE | $946 | $2,069-54.3% | $3,264-71.0% | $2,471-61.7% |
| Participant deferral / active EE | $1,611 | $2,939-45.2% | $3,964-59.4% | $3,741-56.9% |
| Admin fee / account holder | $1,439 | $3,978-63.8% | $5,617-74.4% | $5,306-72.9% |