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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 | $71,623 | $58,311+22.8% | $81,882-12.5% | $80,959-11.5% |
| Participation rate | 30.4% | 63.5%-33.1pp | 72.4%-42.0pp | 67.7%-37.3pp |
| Annual return | 10.28% | 41.85%-31.6pp | 779.47%-769.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $674 | $2,347-71.3% | $2,916-76.9% | $2,757-75.6% |
| Participant deferral / active EE | $1,155 | $3,287-64.9% | $4,323-73.3% | $4,300-73.1% |
| Admin fee / account holder | $1,737 | $4,752-63.5% | $7,360-76.4% | $6,925-74.9% |