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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 | $96,923 | $58,311+66.2% | $81,882+18.4% | $80,959+19.7% |
| Participation rate | 55.3% | 63.5%-8.2pp | 72.4%-17.1pp | 67.7%-12.4pp |
| Annual return | 10.33% | 41.85%-31.5pp | 779.47%-769.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,089 | $2,347-53.6% | $2,916-62.6% | $2,757-60.5% |
| Participant deferral / active EE | $2,944 | $3,287-10.4% | $4,323-31.9% | $4,300-31.5% |
| Admin fee / account holder | $489 | $4,752-89.7% | $7,360-93.4% | $6,925-92.9% |