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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 | $90,595 | $74,661+21.3% | $160,784-43.7% | $67,986+33.3% |
| Participation rate | 21.1% | 57.1%-36.1pp | 77.0%-55.9pp | 57.2%-36.2pp |
| Annual return | 13.83% | 28.83%-15.0pp | 1803.92%-1790.1pp | 31.67%-17.8pp |
| Employer contribution / active EE | $751 | $1,829-58.9% | $3,733-79.9% | $2,019-62.8% |
| Participant deferral / active EE | $1,792 | $3,681-51.3% | $6,293-71.5% | $3,358-46.6% |
| Admin fee / account holder | $5,163 | $3,959+30.4% | $9,717-46.9% | $3,203+61.2% |