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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 | $9,526 | $58,241-83.6% | $81,780-88.4% | $80,911-88.2% |
| Participation rate | 53.6% | 63.4%-9.9pp | 72.4%-18.8pp | 67.6%-14.1pp |
| Annual return | 3.97% | 41.73%-37.8pp | 776.27%-772.3pp | 35.63%-31.7pp |
| Employer contribution / active EE | $2,112 | $2,343-9.9% | $2,914-27.5% | $2,756-23.4% |
| Participant deferral / active EE | $3,549 | $3,283+8.1% | $4,321-17.8% | $4,297-17.4% |
| Admin fee / account holder | $5,245 | $4,973+5.5% | $7,384-29.0% | $6,935-24.4% |