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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 | $74,224 | $58,258+27.4% | $81,820-9.3% | $80,925-8.3% |
| Participation rate | 4.2% | 63.5%-59.3pp | 72.4%-68.2pp | 67.7%-63.5pp |
| Annual return | 9.60% | 41.76%-32.2pp | 777.93%-768.3pp | 35.65%-26.0pp |
| Employer contribution / active EE | $435 | $2,345-81.5% | $2,915-85.1% | $2,756-84.2% |
| Participant deferral / active EE | $962 | $3,284-70.7% | $4,323-77.7% | $4,299-77.6% |
| Admin fee / account holder | $2,916 | $4,976-41.4% | $7,391-60.6% | $6,940-58.0% |