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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 | $30,995 | $65,434-52.6% | $98,483-68.5% | $85,847-63.9% |
| Participation rate | 63.8% | 65.0%-1.2pp | 73.3%-9.6pp | 69.3%-5.6pp |
| Annual return | 8.47% | 21.75%-13.3pp | 1494.38%-1485.9pp | 318.61%-310.1pp |
| Employer contribution / active EE | $1,862 | $2,169-14.2% | $2,961-37.1% | $2,565-27.4% |
| Participant deferral / active EE | $3,188 | $3,168+0.6% | $4,276-25.5% | $3,952-19.3% |
| Admin fee / account holder | $9,134 | $4,595+98.8% | $5,953+53.4% | $6,261+45.9% |