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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 | $12,419 | $65,434-81.0% | $98,483-87.4% | $85,847-85.5% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.3%-13.3pp | 69.3%-9.3pp |
| Annual return | 7.88% | 21.75%-13.9pp | 1494.38%-1486.5pp | 318.61%-310.7pp |
| Employer contribution / active EE | $1,114 | $2,169-48.6% | $2,961-62.4% | $2,565-56.6% |
| Participant deferral / active EE | $2,589 | $3,168-18.3% | $4,276-39.5% | $3,952-34.5% |
| Admin fee / account holder | $454 | $4,595-90.1% | $5,953-92.4% | $6,261-92.8% |