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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 | $22,983 | $115,810-80.2% | $101,271-77.3% | $158,966-85.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 3.85% | 56.15%-52.3pp | 46.48%-42.6pp | 302.95%-299.1pp |
| Employer contribution / active EE | $810 | $4,175-80.6% | $3,660-77.9% | $4,762-83.0% |
| Participant deferral / active EE | $3,068 | $4,958-38.1% | $4,371-29.8% | $5,983-48.7% |
| Admin fee / account holder | $5,473 | $7,248-24.5% | $5,948-8.0% | $11,250-51.4% |