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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 | $56,431+25.6% | $130,788-45.8% | $87,485-19.0% |
| Participation rate | 44.7% | 58.9%-14.2pp | 70.1%-25.4pp | 68.9%-24.2pp |
| Annual return | 10.37% | 91.27%-80.9pp | 386.44%-376.1pp | 26.06%-15.7pp |
| Employer contribution / active EE | $819 | $1,549-47.1% | $3,558-77.0% | $2,596-68.5% |
| Participant deferral / active EE | $1,941 | $2,749-29.4% | $4,137-53.1% | $4,274-54.6% |
| Admin fee / account holder | $2,411 | $4,433-45.6% | $6,673-63.9% | $7,775-69.0% |