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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 | $81,339 | $65,575+24.0% | $86,209-5.6% | $75,181+8.2% |
| Participation rate | 12.2% | 60.5%-48.3pp | 69.0%-56.8pp | 67.2%-55.0pp |
| Annual return | 12.51% | 46.07%-33.6pp | 1169.05%-1156.5pp | 160.69%-148.2pp |
| Employer contribution / active EE | $663 | $1,553-57.3% | $2,381-72.2% | $2,671-75.2% |
| Participant deferral / active EE | $1,544 | $3,023-48.9% | $3,986-61.3% | $4,126-62.6% |
| Admin fee / account holder | $834 | $5,470-84.7% | $6,853-87.8% | $5,650-85.2% |