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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 | $73,544 | $58,258+26.2% | $81,820-10.1% | $80,925-9.1% |
| Participation rate | 29.0% | 63.5%-34.4pp | 72.4%-43.4pp | 67.7%-38.6pp |
| Annual return | 10.53% | 41.76%-31.2pp | 777.93%-767.4pp | 35.65%-25.1pp |
| Employer contribution / active EE | $481 | $2,345-79.5% | $2,915-83.5% | $2,756-82.5% |
| Participant deferral / active EE | $798 | $3,284-75.7% | $4,323-81.5% | $4,299-81.4% |
| Admin fee / account holder | $1,470 | $4,976-70.5% | $7,391-80.1% | $6,940-78.8% |