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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 | $32,498 | $55,446-41.4% | $155,574-79.1% | $74,429-56.3% |
| Participation rate | 58.7% | 61.9%-3.3pp | 78.2%-19.6pp | 67.2%-8.6pp |
| Annual return | 10.67% | 269.20%-258.5pp | 64.87%-54.2pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $660 | $2,266-70.9% | $4,676-85.9% | $2,625-74.8% |
| Participant deferral / active EE | $1,839 | $2,836-35.1% | $5,629-67.3% | $4,348-57.7% |
| Admin fee / account holder | $1,679 | $1,743-3.6% | $15,914-89.4% | $1,944-13.6% |