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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 | $12,816 | $111,878-88.5% | $93,727-86.3% | $145,897-91.2% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 6.54% | 204.28%-197.7pp | 133.83%-127.3pp | 552.29%-545.7pp |
| Employer contribution / active EE | $1,392 | $3,092-55.0% | $2,421-42.5% | $4,663-70.1% |
| Participant deferral / active EE | $1,691 | $4,920-65.6% | $4,417-61.7% | $6,689-74.7% |
| Admin fee / account holder | $4,298 | $10,256-58.1% | $8,292-48.2% | $13,390-67.9% |