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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 | $18,765 | $65,555-71.4% | $86,216-78.2% | $75,173-75.0% |
| Participation rate | 51.5% | 60.5%-9.0pp | 69.0%-17.4pp | 67.2%-15.7pp |
| Annual return | 9.97% | 46.07%-36.1pp | 1169.42%-1159.4pp | 160.72%-150.8pp |
| Employer contribution / active EE | $1,107 | $1,553-28.7% | $2,382-53.5% | $2,671-58.6% |
| Participant deferral / active EE | $2,024 | $3,023-33.0% | $3,986-49.2% | $4,126-50.9% |
| Admin fee / account holder | $2,993 | $5,469-45.3% | $6,853-56.3% | $5,651-47.0% |