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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 | $41,220 | $57,305-28.1% | $86,640-52.4% | $75,173-45.2% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 7.82% | 2674.24%-2666.4pp | 592.52%-584.7pp | 160.72%-152.9pp |
| Employer contribution / active EE | $1,355 | $2,316-41.5% | $3,024-55.2% | $2,671-49.3% |
| Participant deferral / active EE | $3,522 | $3,320+6.1% | $4,438-20.6% | $4,126-14.6% |
| Admin fee / account holder | $858 | $4,116-79.1% | $5,616-84.7% | $5,651-84.8% |