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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 | $79,290 | $70,366+12.7% | $66,674+18.9% | $138,895-42.9% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.7%-30.8pp | 79.9%-37.1pp |
| Annual return | 11.30% | 386.41%-375.1pp | 321.24%-309.9pp | 145.39%-134.1pp |
| Employer contribution / active EE | $532 | $2,765-80.8% | $2,620-79.7% | $4,194-87.3% |
| Participant deferral / active EE | $1,416 | $4,374-67.6% | $4,084-65.3% | $6,396-77.9% |
| Admin fee / account holder | $61,572 | $5,262+1070.0% | $5,098+1107.8% | $12,562+390.1% |