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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 | $23,868 | $111,535-78.6% | $105,223-77.3% | $137,256-82.6% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.5pp | 80.0%-51.4pp |
| Annual return | 7.82% | 237.85%-230.0pp | 180.65%-172.8pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,290 | $3,939-67.2% | $3,689-65.0% | $4,156-69.0% |
| Participant deferral / active EE | $2,548 | $5,500-53.7% | $5,072-49.8% | $6,407-60.2% |
| Admin fee / account holder | $9,439 | $9,721-2.9% | $8,859+6.5% | $12,270-23.1% |