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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 | $95,842 | $72,071+33.0% | $68,368+40.2% | $137,256-30.2% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 13.11% | 353.14%-340.0pp | 292.57%-279.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $560 | $2,788-79.9% | $2,649-78.9% | $4,156-86.5% |
| Participant deferral / active EE | $9,944 | $4,410+125.5% | $4,123+141.2% | $6,407+55.2% |
| Admin fee / account holder | $6,894 | $5,336+29.2% | $5,150+33.9% | $12,270-43.8% |