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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 | $33,507 | $68,097-50.8% | $62,929-46.8% | $137,256-75.6% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 9.77% | 1859.11%-1849.3pp | 1063.93%-1054.2pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,415 | $2,811-49.7% | $2,505-43.5% | $4,156-65.9% |
| Participant deferral / active EE | $2,520 | $4,553-44.6% | $3,888-35.2% | $6,407-60.7% |
| Admin fee / account holder | $3,289 | $6,521-49.6% | $5,065-35.1% | $12,270-73.2% |