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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 | $66,255 | $90,530-26.8% | $76,030-12.9% | $145,897-54.6% |
| Participation rate | 52.2% | 74.4%-22.3pp | 69.1%-16.9pp | 80.3%-28.1pp |
| Annual return | 7.74% | 625.08%-617.3pp | 361.54%-353.8pp | 552.29%-544.5pp |
| Employer contribution / active EE | $876 | $3,319-73.6% | $2,688-67.4% | $4,663-81.2% |
| Participant deferral / active EE | $1,686 | $5,164-67.4% | $4,257-60.4% | $6,689-74.8% |
| Admin fee / account holder | $3,714 | $8,383-55.7% | $6,421-42.2% | $13,390-72.3% |