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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 | $25,972 | $111,787-76.8% | $93,681-72.3% | $145,978-82.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 4.45% | 203.52%-199.1pp | 133.47%-129.0pp | 550.52%-546.1pp |
| Employer contribution / active EE | $2,368 | $3,093-23.5% | $2,422-2.3% | $4,662-49.2% |
| Participant deferral / active EE | $2,826 | $4,918-42.5% | $4,415-36.0% | $6,690-57.8% |
| Admin fee / account holder | $24,535 | $10,256+139.2% | $8,290+196.0% | $13,400+83.1% |