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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 | $27,895 | $169,356-83.5% | $129,406-78.4% | $145,897-80.9% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 5.74% | 14418.62%-14412.9pp | 9468.18%-9462.4pp | 552.29%-546.6pp |
| Employer contribution / active EE | $2,155 | $5,542-61.1% | $4,155-48.1% | $4,663-53.8% |
| Participant deferral / active EE | $4,691 | $4,987-5.9% | $4,167+12.6% | $6,689-29.9% |
| Admin fee / account holder | $1,993 | $9,915-79.9% | $7,689-74.1% | $13,390-85.1% |