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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 | $53,824 | $53,063+1.4% | $124,206-56.7% | $82,637-34.9% |
| Participation rate | 52.1% | 58.4%-6.3pp | 69.6%-17.5pp | 68.1%-16.0pp |
| Annual return | 11.16% | 68.87%-57.7pp | 515.27%-504.1pp | 53.51%-42.3pp |
| Employer contribution / active EE | $424 | $1,530-72.3% | $3,540-88.0% | $2,552-83.4% |
| Participant deferral / active EE | $3,392 | $2,644+28.3% | $3,968-14.5% | $4,126-17.8% |
| Admin fee / account holder | $1,971 | $4,281-54.0% | $5,929-66.8% | $7,339-73.1% |