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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 | $72,035 | $58,311+23.5% | $81,882-12.0% | $80,959-11.0% |
| Participation rate | 36.0% | 63.5%-27.5pp | 72.4%-36.4pp | 67.7%-31.7pp |
| Annual return | 10.52% | 41.85%-31.3pp | 779.47%-769.0pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,407 | $2,347-40.0% | $2,916-51.7% | $2,757-49.0% |
| Participant deferral / active EE | $2,241 | $3,287-31.8% | $4,323-48.2% | $4,300-47.9% |
| Admin fee / account holder | $615 | $4,752-87.1% | $7,360-91.6% | $6,925-91.1% |