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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 | $57,994 | $105,200-44.9% | $159,474-63.6% | $85,847-32.4% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.8%-13.9pp | 69.3%-0.4pp |
| Annual return | 7.37% | 45.08%-37.7pp | 263.68%-256.3pp | 318.61%-311.2pp |
| Employer contribution / active EE | $642 | $3,319-80.7% | $4,831-86.7% | $2,565-75.0% |
| Participant deferral / active EE | $5,211 | $5,946-12.4% | $7,353-29.1% | $3,952+31.8% |
| Admin fee / account holder | $1,911 | $6,934-72.4% | $10,802-82.3% | $6,261-69.5% |