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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 | $59,456+17.7% | $93,669-25.3% | $74,429-6.0% |
| Participation rate | 31.1% | 59.6%-28.5pp | 68.7%-37.6pp | 67.2%-36.1pp |
| Annual return | 8.78% | 82.00%-73.2pp | 133.59%-124.8pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $779 | $1,266-38.5% | $2,424-67.9% | $2,625-70.3% |
| Participant deferral / active EE | $2,220 | $3,052-27.3% | $4,416-49.7% | $4,348-49.0% |
| Admin fee / account holder | $8,383 | $3,026+177.0% | $8,291+1.1% | $1,944+331.2% |