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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 | $52,353+35.9% | $120,225-40.8% | $82,448-13.7% |
| Participation rate | 31.6% | 58.3%-26.7pp | 69.6%-38.0pp | 68.1%-36.5pp |
| Annual return | 7.20% | 61.85%-54.7pp | 439.23%-432.0pp | 41.64%-34.4pp |
| Employer contribution / active EE | $379 | $1,510-74.9% | $3,475-89.1% | $2,551-85.1% |
| Participant deferral / active EE | $1,141 | $2,627-56.6% | $3,999-71.5% | $4,139-72.4% |
| Admin fee / account holder | $1,024 | $4,363-76.5% | $5,696-82.0% | $7,234-85.8% |