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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 | $93,955 | $59,402+58.2% | $93,654+0.3% | $74,546+26.0% |
| Participation rate | 21.0% | 59.7%-38.7pp | 68.7%-47.7pp | 67.2%-46.2pp |
| Annual return | 10.31% | 81.86%-71.5pp | 133.34%-123.0pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $588 | $1,265-53.5% | $2,421-75.7% | $2,624-77.6% |
| Participant deferral / active EE | $1,790 | $3,049-41.3% | $4,413-59.4% | $4,347-58.8% |
| Admin fee / account holder | $681 | $3,023-77.5% | $8,282-91.8% | $1,944-65.0% |