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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 | $56,116+26.3% | $135,768-47.8% | $86,983-18.5% |
| Participation rate | 44.7% | 60.1%-15.4pp | 71.1%-26.3pp | 69.5%-24.8pp |
| Annual return | 10.37% | 125.33%-115.0pp | 526.10%-515.7pp | 25.83%-15.5pp |
| Employer contribution / active EE | $819 | $1,528-46.4% | $3,394-75.9% | $2,584-68.3% |
| Participant deferral / active EE | $1,941 | $2,690-27.8% | $3,977-51.2% | $4,194-53.7% |
| Admin fee / account holder | $2,411 | $4,314-44.1% | $7,048-65.8% | $7,856-69.3% |