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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 | $30,375 | $55,470-45.2% | $155,556-80.5% | $74,478-59.2% |
| Participation rate | 63.9% | 61.9%+2.0pp | 78.2%-14.3pp | 67.2%-3.3pp |
| Annual return | 8.13% | 269.80%-261.7pp | 64.84%-56.7pp | 1370.56%-1362.4pp |
| Employer contribution / active EE | $897 | $2,267-60.4% | $4,675-80.8% | $2,626-65.9% |
| Participant deferral / active EE | $2,073 | $2,838-27.0% | $5,631-63.2% | $4,350-52.4% |
| Admin fee / account holder | $1,955 | $1,744+12.1% | $15,885-87.7% | $1,946+0.5% |