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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 | $34,980 | $57,312-39.0% | $86,617-59.6% | $75,181-53.5% |
| Participation rate | 34.2% | 63.2%-29.0pp | 71.7%-37.5pp | 67.2%-33.0pp |
| Annual return | 11.17% | 2672.78%-2661.6pp | 591.91%-580.7pp | 160.69%-149.5pp |
| Employer contribution / active EE | $1,534 | $2,315-33.7% | $3,023-49.2% | $2,671-42.5% |
| Participant deferral / active EE | $2,347 | $3,319-29.3% | $4,437-47.1% | $4,126-43.1% |
| Admin fee / account holder | $8,686 | $4,114+111.1% | $5,613+54.8% | $5,650+53.7% |