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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 | $69,258 | $96,678-28.4% | $86,640-20.1% | $139,466-50.3% |
| Participation rate | 29.2% | 74.4%-45.2pp | 71.7%-42.5pp | 80.3%-51.2pp |
| Annual return | 4.72% | 106.69%-102.0pp | 592.52%-587.8pp | 373.66%-368.9pp |
| Employer contribution / active EE | $707 | $3,265-78.3% | $3,024-76.6% | $4,754-85.1% |
| Participant deferral / active EE | $1,526 | $4,837-68.4% | $4,438-65.6% | $6,712-77.3% |
| Admin fee / account holder | $841 | $6,410-86.9% | $5,616-85.0% | $11,409-92.6% |