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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 | $58,258-68.1% | $81,820-77.3% | $80,925-77.1% |
| Participation rate | 52.9% | 63.5%-10.5pp | 72.4%-19.4pp | 67.7%-14.7pp |
| Annual return | 8.88% | 41.76%-32.9pp | 777.93%-769.1pp | 35.65%-26.8pp |
| Employer contribution / active EE | $1,279 | $2,345-45.5% | $2,915-56.1% | $2,756-53.6% |
| Participant deferral / active EE | $3,170 | $3,284-3.4% | $4,323-26.7% | $4,299-26.2% |
| Admin fee / account holder | $2,576 | $4,976-48.2% | $7,391-65.1% | $6,940-62.9% |