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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 | $14,834 | $72,071-79.4% | $68,368-78.3% | $137,256-89.2% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.8%-5.3pp | 80.0%-11.5pp |
| Annual return | 10.04% | 353.14%-343.1pp | 292.57%-282.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,262 | $2,788-18.9% | $2,649-14.6% | $4,156-45.6% |
| Participant deferral / active EE | $3,425 | $4,410-22.3% | $4,123-16.9% | $6,407-46.5% |
| Admin fee / account holder | $5,678 | $5,336+6.4% | $5,150+10.3% | $12,270-53.7% |