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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 | $64,416 | $58,311+10.5% | $81,882-21.3% | $80,959-20.4% |
| Participation rate | 32.1% | 63.5%-31.4pp | 72.4%-40.3pp | 67.7%-35.6pp |
| Annual return | 0.07% | 41.85%-41.8pp | 779.47%-779.4pp | 35.67%-35.6pp |
| Employer contribution / active EE | $290 | $2,347-87.7% | $2,916-90.1% | $2,757-89.5% |
| Participant deferral / active EE | $838 | $3,287-74.5% | $4,323-80.6% | $4,300-80.5% |
| Admin fee / account holder | $857 | $4,752-82.0% | $7,360-88.4% | $6,925-87.6% |