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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 | $9,368 | $114,119-91.8% | $107,187-91.3% | $138,895-93.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 10.22% | 273.21%-263.0pp | 204.55%-194.3pp | 145.39%-135.2pp |
| Employer contribution / active EE | $11,135 | $4,059+174.3% | $3,782+194.4% | $4,194+165.5% |
| Participant deferral / active EE | $3,690 | $5,538-33.4% | $5,096-27.6% | $6,396-42.3% |
| Admin fee / account holder | $4,562 | $10,024-54.5% | $9,162-50.2% | $12,562-63.7% |