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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 | $103,687 | $58,241+78.0% | $81,780+26.8% | $80,911+28.2% |
| Participation rate | 29.3% | 63.4%-34.1pp | 72.4%-43.1pp | 67.6%-38.3pp |
| Annual return | 8.93% | 41.73%-32.8pp | 776.27%-767.3pp | 35.63%-26.7pp |
| Employer contribution / active EE | $621 | $2,343-73.5% | $2,914-78.7% | $2,756-77.5% |
| Participant deferral / active EE | $1,479 | $3,283-54.9% | $4,321-65.8% | $4,297-65.6% |
| Admin fee / account holder | $1,748 | $4,973-64.9% | $7,384-76.3% | $6,935-74.8% |