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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 | $27,430 | $183,592-85.1% | $155,567-82.4% | $145,959-81.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.02% | 61.24%-53.2pp | 64.74%-56.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $1,670 | $5,315-68.6% | $4,674-64.3% | $4,661-64.2% |
| Participant deferral / active EE | $6,403 | $6,464-1.0% | $5,628+13.8% | $6,689-4.3% |
| Admin fee / account holder | $64,968 | $19,318+236.3% | $15,916+308.2% | $13,398+384.9% |