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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 | $71,392 | $52,353+36.4% | $120,225-40.6% | $82,448-13.4% |
| Participation rate | 25.9% | 58.3%-32.4pp | 69.6%-43.7pp | 68.1%-42.1pp |
| Annual return | 11.46% | 61.85%-50.4pp | 439.23%-427.8pp | 41.64%-30.2pp |
| Employer contribution / active EE | $439 | $1,510-70.9% | $3,475-87.4% | $2,551-82.8% |
| Participant deferral / active EE | $712 | $2,627-72.9% | $3,999-82.2% | $4,139-82.8% |
| Admin fee / account holder | $701 | $4,363-83.9% | $5,696-87.7% | $7,234-90.3% |