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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 | $53,063+34.1% | $124,206-42.7% | $82,637-13.9% |
| Participation rate | 31.6% | 58.4%-26.8pp | 69.6%-38.0pp | 68.1%-36.5pp |
| Annual return | 7.20% | 68.87%-61.7pp | 515.27%-508.1pp | 53.51%-46.3pp |
| Employer contribution / active EE | $379 | $1,530-75.2% | $3,540-89.3% | $2,552-85.2% |
| Participant deferral / active EE | $1,141 | $2,644-56.9% | $3,968-71.2% | $4,126-72.4% |
| Admin fee / account holder | $1,024 | $4,281-76.1% | $5,929-82.7% | $7,339-86.1% |