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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 | $10,165 | $111,535-90.9% | $105,223-90.3% | $137,256-92.6% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.0%-16.0pp | 80.0%-20.9pp |
| Annual return | 2.93% | 237.85%-234.9pp | 180.65%-177.7pp | 220.34%-217.4pp |
| Employer contribution / active EE | $1,506 | $3,939-61.8% | $3,689-59.2% | $4,156-63.8% |
| Participant deferral / active EE | $2,533 | $5,500-53.9% | $5,072-50.0% | $6,407-60.5% |
| Admin fee / account holder | $797 | $9,721-91.8% | $8,859-91.0% | $12,270-93.5% |