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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 | $61,606 | $65,434-5.8% | $98,483-37.4% | $85,847-28.2% |
| Participation rate | 25.8% | 65.0%-39.2pp | 73.3%-47.5pp | 69.3%-43.5pp |
| Annual return | 8.84% | 21.75%-12.9pp | 1494.38%-1485.5pp | 318.61%-309.8pp |
| Employer contribution / active EE | $755 | $2,169-65.2% | $2,961-74.5% | $2,565-70.6% |
| Participant deferral / active EE | $2,162 | $3,168-31.8% | $4,276-49.4% | $3,952-45.3% |
| Admin fee / account holder | $5,394 | $4,595+17.4% | $5,953-9.4% | $6,261-13.8% |