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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 | $71,457 | $55,437+28.9% | $155,534-54.1% | $74,459-4.0% |
| Participation rate | 37.0% | 61.9%-24.9pp | 78.2%-41.2pp | 67.2%-30.2pp |
| Annual return | 4.67% | 269.58%-264.9pp | 64.92%-60.2pp | 1369.70%-1365.0pp |
| Employer contribution / active EE | $808 | $2,266-64.3% | $4,675-82.7% | $2,626-69.2% |
| Participant deferral / active EE | $1,303 | $2,837-54.1% | $5,630-76.9% | $4,350-70.0% |
| Admin fee / account holder | $494 | $1,742-71.6% | $15,900-96.9% | $1,945-74.6% |