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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 | $72,071+33.0% | $68,368+40.2% | $137,256-30.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 12.59% | 353.14%-340.6pp | 292.57%-280.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $844 | $2,788-69.7% | $2,649-68.1% | $4,156-79.7% |
| Participant deferral / active EE | $6,424 | $4,410+45.7% | $4,123+55.8% | $6,407+0.3% |
| Admin fee / account holder | $918 | $5,336-82.8% | $5,150-82.2% | $12,270-92.5% |