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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 | $61,413 | $80,812-24.0% | $160,784-61.8% | $82,448-25.5% |
| Participation rate | 61.8% | 66.2%-4.5pp | 77.0%-15.2pp | 68.1%-6.3pp |
| Annual return | 5.70% | 100.59%-94.9pp | 1803.92%-1798.2pp | 41.64%-35.9pp |
| Employer contribution / active EE | $924 | $2,174-57.5% | $3,733-75.2% | $2,551-63.8% |
| Participant deferral / active EE | $5,936 | $4,335+36.9% | $6,293-5.7% | $4,139+43.4% |
| Admin fee / account holder | $8,132 | $7,695+5.7% | $9,717-16.3% | $7,234+12.4% |