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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 | $95,867 | $70,366+36.2% | $66,674+43.8% | $138,895-31.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 12.59% | 386.41%-373.8pp | 321.24%-308.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $844 | $2,765-69.5% | $2,620-67.8% | $4,194-79.9% |
| Participant deferral / active EE | $6,424 | $4,374+46.9% | $4,084+57.3% | $6,396+0.4% |
| Admin fee / account holder | $918 | $5,262-82.6% | $5,098-82.0% | $12,562-92.7% |