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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 | $58,241+23.0% | $81,780-12.4% | $80,911-11.5% |
| Participation rate | 30.4% | 63.4%-33.1pp | 72.4%-42.0pp | 67.6%-37.3pp |
| Annual return | 10.28% | 41.73%-31.4pp | 776.27%-766.0pp | 35.63%-25.4pp |
| Employer contribution / active EE | $674 | $2,343-71.2% | $2,914-76.9% | $2,756-75.5% |
| Participant deferral / active EE | $1,155 | $3,283-64.8% | $4,321-73.3% | $4,297-73.1% |
| Admin fee / account holder | $1,737 | $4,973-65.1% | $7,384-76.5% | $6,935-75.0% |