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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 | $78,095 | $111,830-30.2% | $93,696-16.7% | $145,884-46.5% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 6.43% | 204.08%-197.6pp | 133.74%-127.3pp | 551.85%-545.4pp |
| Employer contribution / active EE | $789 | $3,093-74.5% | $2,422-67.4% | $4,662-83.1% |
| Participant deferral / active EE | $4,713 | $4,920-4.2% | $4,417+6.7% | $6,690-29.6% |
| Admin fee / account holder | $526 | $10,249-94.9% | $8,287-93.7% | $13,392-96.1% |