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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 | $33,104 | $183,539-82.0% | $155,556-78.7% | $145,897-77.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 8.67% | 61.31%-52.6pp | 64.84%-56.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $2,051 | $5,315-61.4% | $4,675-56.1% | $4,663-56.0% |
| Participant deferral / active EE | $5,291 | $6,467-18.2% | $5,631-6.0% | $6,689-20.9% |
| Admin fee / account holder | $2,802 | $19,275-85.5% | $15,885-82.4% | $13,390-79.1% |