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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 | $59,402+17.8% | $93,654-25.3% | $74,546-6.1% |
| Participation rate | 31.1% | 59.7%-28.5pp | 68.7%-37.6pp | 67.2%-36.1pp |
| Annual return | 8.78% | 81.86%-73.1pp | 133.34%-124.6pp | 1366.03%-1357.3pp |
| Employer contribution / active EE | $779 | $1,265-38.4% | $2,421-67.8% | $2,624-70.3% |
| Participant deferral / active EE | $2,220 | $3,049-27.2% | $4,413-49.7% | $4,347-48.9% |
| Admin fee / account holder | $8,383 | $3,023+177.3% | $8,282+1.2% | $1,944+331.3% |