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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 | $61,911 | $59,448+4.1% | $93,696-33.9% | $74,459-16.9% |
| Participation rate | 28.1% | 59.6%-31.5pp | 68.7%-40.6pp | 67.2%-39.1pp |
| Annual return | 10.15% | 82.11%-72.0pp | 133.74%-123.6pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $921 | $1,266-27.3% | $2,422-62.0% | $2,626-64.9% |
| Participant deferral / active EE | $1,830 | $3,052-40.0% | $4,417-58.6% | $4,350-57.9% |
| Admin fee / account holder | $9,594 | $3,027+216.9% | $8,287+15.8% | $1,945+393.3% |