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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 | $82,754 | $51,638+60.3% | $68,368+21.0% | $82,448+0.4% |
| Participation rate | 45.9% | 63.6%-17.7pp | 73.8%-27.8pp | 68.1%-22.2pp |
| Annual return | 13.41% | 37.53%-24.1pp | 292.57%-279.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $745 | $2,047-63.6% | $2,649-71.9% | $2,551-70.8% |
| Participant deferral / active EE | $2,406 | $2,914-17.4% | $4,123-41.6% | $4,139-41.9% |
| Admin fee / account holder | $24,894 | $4,643+436.1% | $5,150+383.4% | $7,234+244.1% |