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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 | $30,545 | $57,305-46.7% | $86,640-64.7% | $75,173-59.4% |
| Participation rate | 69.7% | 63.2%+6.5pp | 71.7%-2.0pp | 67.2%+2.5pp |
| Annual return | 11.12% | 2674.24%-2663.1pp | 592.52%-581.4pp | 160.72%-149.6pp |
| Employer contribution / active EE | $1,491 | $2,316-35.6% | $3,024-50.7% | $2,671-44.2% |
| Participant deferral / active EE | $2,697 | $3,320-18.8% | $4,438-39.2% | $4,126-34.6% |
| Admin fee / account holder | $1,006 | $4,116-75.6% | $5,616-82.1% | $5,651-82.2% |