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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 | $42,600 | $55,470-23.2% | $155,556-72.6% | $74,478-42.8% |
| Participation rate | 57.4% | 61.9%-4.5pp | 78.2%-20.8pp | 67.2%-9.8pp |
| Annual return | 9.80% | 269.80%-260.0pp | 64.84%-55.0pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $902 | $2,267-60.2% | $4,675-80.7% | $2,626-65.7% |
| Participant deferral / active EE | $1,659 | $2,838-41.6% | $5,631-70.5% | $4,350-61.9% |
| Admin fee / account holder | $1,759 | $1,744+0.9% | $15,885-88.9% | $1,946-9.6% |