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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 | $73,157 | $60,119+21.7% | $90,430-19.1% | $79,858-8.4% |
| Participation rate | 14.6% | 65.0%-50.4pp | 72.7%-58.1pp | 69.6%-55.1pp |
| Annual return | 10.31% | 71.94%-61.6pp | 1293.73%-1283.4pp | 31.72%-21.4pp |
| Employer contribution / active EE | $431 | $2,068-79.2% | $3,262-86.8% | $2,471-82.6% |
| Participant deferral / active EE | $976 | $2,938-66.8% | $3,963-75.4% | $3,740-73.9% |
| Admin fee / account holder | $1,895 | $3,976-52.3% | $5,613-66.2% | $5,306-64.3% |