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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 | $55,437-41.4% | $155,534-79.1% | $74,459-56.4% |
| Participation rate | 58.7% | 61.9%-3.2pp | 78.2%-19.6pp | 67.2%-8.6pp |
| Annual return | 10.67% | 269.58%-258.9pp | 64.92%-54.2pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $660 | $2,266-70.9% | $4,675-85.9% | $2,626-74.9% |
| Participant deferral / active EE | $1,839 | $2,837-35.2% | $5,630-67.3% | $4,350-57.7% |
| Admin fee / account holder | $1,679 | $1,742-3.6% | $15,900-89.4% | $1,945-13.6% |