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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 | $77,186 | $29,319+163.3% | $52,425+47.2% | $82,448-6.4% |
| Participation rate | 43.1% | 46.9%-3.8pp | 55.6%-12.6pp | 68.1%-25.0pp |
| Annual return | 11.25% | 535.20%-523.9pp | 302.12%-290.9pp | 41.64%-30.4pp |
| Employer contribution / active EE | $99 | $586-83.2% | $914-89.2% | $2,551-96.1% |
| Participant deferral / active EE | $1,091 | $1,171-6.9% | $1,790-39.1% | $4,139-73.6% |
| Admin fee / account holder | $586 | $1,962-70.1% | $2,495-76.5% | $7,234-91.9% |