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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 | $70,366-78.9% | $66,674-77.8% | $138,895-89.3% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.7%-5.3pp | 79.9%-11.5pp |
| Annual return | 10.04% | 386.41%-376.4pp | 321.24%-311.2pp | 145.39%-135.4pp |
| Employer contribution / active EE | $2,262 | $2,765-18.2% | $2,620-13.7% | $4,194-46.1% |
| Participant deferral / active EE | $3,425 | $4,374-21.7% | $4,084-16.1% | $6,396-46.5% |
| Admin fee / account holder | $5,678 | $5,262+7.9% | $5,098+11.4% | $12,562-54.8% |