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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 | $76,331 | $102,385-25.4% | $147,080-48.1% | $80,935-5.7% |
| Participation rate | 56.3% | 75.9%-19.5pp | 82.2%-25.9pp | 67.7%-11.3pp |
| Annual return | 10.97% | 135.09%-124.1pp | 420.17%-409.2pp | 35.66%-24.7pp |
| Employer contribution / active EE | $962 | $3,717-74.1% | $4,933-80.5% | $2,757-65.1% |
| Participant deferral / active EE | $3,220 | $6,651-51.6% | $8,066-60.1% | $4,299-25.1% |
| Admin fee / account holder | $1,007 | $7,951-87.3% | $12,989-92.2% | $6,924-85.5% |