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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 | $56,104 | $60,128-6.7% | $90,440-38.0% | $79,852-29.7% |
| Participation rate | 57.8% | 65.0%-7.2pp | 72.7%-14.9pp | 69.6%-11.8pp |
| Annual return | 7.45% | 71.95%-64.5pp | 1294.38%-1286.9pp | 31.72%-24.3pp |
| Employer contribution / active EE | $588 | $2,068-71.6% | $3,263-82.0% | $2,471-76.2% |
| Participant deferral / active EE | $813 | $2,939-72.3% | $3,964-79.5% | $3,740-78.3% |
| Admin fee / account holder | $4,707 | $3,977+18.3% | $5,615-16.2% | $5,306-11.3% |