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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 | $21,523 | $108,882-80.2% | $96,754-77.8% | $154,746-86.1% |
| Participation rate | 55.6% | 75.1%-19.5pp | 70.3%-14.7pp | 80.7%-25.1pp |
| Annual return | 8.31% | 98.39%-90.1pp | 82.04%-73.7pp | 172.34%-164.0pp |
| Employer contribution / active EE | $1,317 | $3,018-56.4% | $2,679-50.9% | $4,379-69.9% |
| Participant deferral / active EE | $2,171 | $5,323-59.2% | $4,758-54.4% | $6,730-67.7% |
| Admin fee / account holder | $1,776 | $10,200-82.6% | $8,905-80.1% | $14,365-87.6% |