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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 | $50,389 | $49,199+2.4% | $121,210-58.4% | $75,177-33.0% |
| Participation rate | 47.5% | 55.4%-7.9pp | 69.5%-22.0pp | 67.2%-19.7pp |
| Annual return | 9.69% | 56.04%-46.4pp | 987.41%-977.7pp | 160.75%-151.1pp |
| Employer contribution / active EE | $762 | $1,547-50.8% | $4,171-81.7% | $2,671-71.5% |
| Participant deferral / active EE | $1,714 | $2,630-34.8% | $4,084-58.0% | $4,126-58.5% |
| Admin fee / account holder | $720 | $3,946-81.8% | $5,647-87.2% | $5,651-87.3% |