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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 | $82,600 | $61,125+35.1% | $94,057-12.2% | $87,485-5.6% |
| Participation rate | 33.3% | 64.1%-30.7pp | 73.3%-40.0pp | 68.9%-35.6pp |
| Annual return | 10.45% | 35.20%-24.7pp | 480.62%-470.2pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,572 | $2,136-26.4% | $2,933-46.4% | $2,596-39.4% |
| Participant deferral / active EE | $2,740 | $3,260-16.0% | $4,709-41.8% | $4,274-35.9% |
| Admin fee / account holder | $543 | $5,629-90.4% | $7,244-92.5% | $7,775-93.0% |