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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 | $102,595-85.5% | $94,057-84.2% | $154,746-90.4% |
| Participation rate | 68.4% | 76.0%-7.6pp | 73.3%-4.9pp | 80.7%-12.3pp |
| Annual return | 10.04% | 583.42%-573.4pp | 480.62%-470.6pp | 172.34%-162.3pp |
| Employer contribution / active EE | $2,262 | $3,147-28.1% | $2,933-22.9% | $4,379-48.3% |
| Participant deferral / active EE | $3,425 | $5,118-33.1% | $4,709-27.3% | $6,730-49.1% |
| Admin fee / account holder | $5,678 | $7,736-26.6% | $7,244-21.6% | $14,365-60.5% |