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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 | $39,768 | $102,422-61.2% | $147,117-73.0% | $80,959-50.9% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.7%+1.3pp |
| Annual return | 10.34% | 135.16%-124.8pp | 420.54%-410.2pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2,552 | $3,717-31.3% | $4,932-48.3% | $2,757-7.4% |
| Participant deferral / active EE | $9,663 | $6,652+45.3% | $8,065+19.8% | $4,300+124.7% |
| Admin fee / account holder | $1,122 | $7,953-85.9% | $12,993-91.4% | $6,925-83.8% |