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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 | $18,561 | $58,311-68.2% | $81,882-77.3% | $80,959-77.1% |
| Participation rate | 52.9% | 63.5%-10.5pp | 72.4%-19.4pp | 67.7%-14.7pp |
| Annual return | 8.88% | 41.85%-33.0pp | 779.47%-770.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,279 | $2,347-45.5% | $2,916-56.2% | $2,757-53.6% |
| Participant deferral / active EE | $3,170 | $3,287-3.5% | $4,323-26.7% | $4,300-26.3% |
| Admin fee / account holder | $2,576 | $4,752-45.8% | $7,360-65.0% | $6,925-62.8% |