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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 | $31,470 | $49,199-36.0% | $121,210-74.0% | $75,177-58.1% |
| Participation rate | 54.5% | 55.4%-0.9pp | 69.5%-15.0pp | 67.2%-12.7pp |
| Annual return | 9.23% | 56.04%-46.8pp | 987.41%-978.2pp | 160.75%-151.5pp |
| Employer contribution / active EE | $457 | $1,547-70.5% | $4,171-89.0% | $2,671-82.9% |
| Participant deferral / active EE | $3,529 | $2,630+34.2% | $4,084-13.6% | $4,126-14.5% |
| Admin fee / account holder | $1,452 | $3,946-63.2% | $5,647-74.3% | $5,651-74.3% |