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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 | $72,517 | $58,275+24.4% | $81,844-11.4% | $80,935-10.4% |
| Participation rate | 45.8% | 63.5%-17.7pp | 72.4%-26.6pp | 67.7%-21.9pp |
| Annual return | 9.04% | 41.82%-32.8pp | 778.87%-769.8pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,078 | $2,346-54.0% | $2,916-63.0% | $2,757-60.9% |
| Participant deferral / active EE | $1,428 | $3,285-56.5% | $4,323-67.0% | $4,299-66.8% |
| Admin fee / account holder | $4,347 | $4,749-8.5% | $7,355-40.9% | $6,924-37.2% |