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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 | $69,992 | $59,448+17.7% | $93,696-25.3% | $74,459-6.0% |
| Participation rate | 31.1% | 59.6%-28.5pp | 68.7%-37.6pp | 67.2%-36.1pp |
| Annual return | 8.78% | 82.11%-73.3pp | 133.74%-125.0pp | 1369.70%-1360.9pp |
| Employer contribution / active EE | $779 | $1,266-38.5% | $2,422-67.8% | $2,626-70.3% |
| Participant deferral / active EE | $2,220 | $3,052-27.3% | $4,417-49.7% | $4,350-49.0% |
| Admin fee / account holder | $8,383 | $3,027+176.9% | $8,287+1.2% | $1,945+331.1% |