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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 | $92,258 | $58,311+58.2% | $81,882+12.7% | $80,959+14.0% |
| Participation rate | 32.3% | 63.5%-31.2pp | 72.4%-40.1pp | 67.7%-35.4pp |
| Annual return | 7.97% | 41.85%-33.9pp | 779.47%-771.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $948 | $2,347-59.6% | $2,916-67.5% | $2,757-65.6% |
| Participant deferral / active EE | $1,957 | $3,287-40.5% | $4,323-54.7% | $4,300-54.5% |
| Admin fee / account holder | $798 | $4,752-83.2% | $7,360-89.2% | $6,925-88.5% |