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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 | $89,010 | $51,638+72.4% | $68,368+30.2% | $82,448+8.0% |
| Participation rate | 34.0% | 63.6%-29.6pp | 73.8%-39.7pp | 68.1%-34.0pp |
| Annual return | 10.74% | 37.53%-26.8pp | 292.57%-281.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $849 | $2,047-58.5% | $2,649-67.9% | $2,551-66.7% |
| Participant deferral / active EE | $1,444 | $2,914-50.4% | $4,123-65.0% | $4,139-65.1% |
| Admin fee / account holder | $1,380 | $4,643-70.3% | $5,150-73.2% | $7,234-80.9% |