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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 | $70,897 | $65,961+7.5% | $180,320-60.7% | $94,015-24.6% |
| Participation rate | 44.7% | 61.3%-16.5pp | 71.5%-26.8pp | 70.8%-26.1pp |
| Annual return | 10.37% | 14.27%-3.9pp | 778.54%-768.2pp | 17.84%-7.5pp |
| Employer contribution / active EE | $819 | $1,737-52.9% | $4,108-80.1% | $2,790-70.6% |
| Participant deferral / active EE | $1,941 | $3,003-35.4% | $4,304-54.9% | $4,249-54.3% |
| Admin fee / account holder | $2,411 | $4,901-50.8% | $10,000-75.9% | $8,951-73.1% |