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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 | $27,728 | $217,432-87.2% | $185,849-85.1% | $167,536-83.4% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 7.39% | 148.42%-141.0pp | 122.10%-114.7pp | 478.82%-471.4pp |
| Employer contribution / active EE | $3,462 | $5,875-41.1% | $5,169-33.0% | $4,839-28.5% |
| Participant deferral / active EE | $9,047 | $6,357+42.3% | $5,569+62.5% | $6,342+42.6% |
| Admin fee / account holder | $4,774 | $19,818-75.9% | $16,244-70.6% | $12,315-61.2% |