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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 | $111,535-91.6% | $105,223-91.1% | $137,256-93.2% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 10.22% | 237.85%-227.6pp | 180.65%-170.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $11,135 | $3,939+182.7% | $3,689+201.9% | $4,156+167.9% |
| Participant deferral / active EE | $3,690 | $5,500-32.9% | $5,072-27.2% | $6,407-42.4% |
| Admin fee / account holder | $4,562 | $9,721-53.1% | $8,859-48.5% | $12,270-62.8% |