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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 | $12,196 | $72,071-83.1% | $68,368-82.2% | $137,256-91.1% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 12.51% | 353.14%-340.6pp | 292.57%-280.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $925 | $2,788-66.8% | $2,649-65.1% | $4,156-77.7% |
| Participant deferral / active EE | $1,456 | $4,410-67.0% | $4,123-64.7% | $6,407-77.3% |
| Admin fee / account holder | $1,070 | $5,336-79.9% | $5,150-79.2% | $12,270-91.3% |