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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 | $25,525 | $70,366-63.7% | $66,674-61.7% | $138,895-81.6% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 6.82% | 386.41%-379.6pp | 321.24%-314.4pp | 145.39%-138.6pp |
| Employer contribution / active EE | $1,073 | $2,765-61.2% | $2,620-59.0% | $4,194-74.4% |
| Participant deferral / active EE | $6,076 | $4,374+38.9% | $4,084+48.8% | $6,396-5.0% |
| Admin fee / account holder | $12,005 | $5,262+128.1% | $5,098+135.5% | $12,562-4.4% |