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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 | $71,161 | $56,116+26.8% | $135,768-47.6% | $86,983-18.2% |
| Participation rate | 31.6% | 60.1%-28.6pp | 71.1%-39.5pp | 69.5%-38.0pp |
| Annual return | 7.20% | 125.33%-118.1pp | 526.10%-518.9pp | 25.83%-18.6pp |
| Employer contribution / active EE | $379 | $1,528-75.2% | $3,394-88.8% | $2,584-85.3% |
| Participant deferral / active EE | $1,141 | $2,690-57.6% | $3,977-71.3% | $4,194-72.8% |
| Admin fee / account holder | $1,024 | $4,314-76.3% | $7,048-85.5% | $7,856-87.0% |