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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 | $79,001 | $59,448+32.9% | $93,696-15.7% | $74,459+6.1% |
| Participation rate | 28.6% | 59.6%-31.1pp | 68.7%-40.1pp | 67.2%-38.7pp |
| Annual return | 9.85% | 82.11%-72.3pp | 133.74%-123.9pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $839 | $1,266-33.7% | $2,422-65.4% | $2,626-68.0% |
| Participant deferral / active EE | $1,711 | $3,052-43.9% | $4,417-61.3% | $4,350-60.7% |
| Admin fee / account holder | $1,388 | $3,027-54.1% | $8,287-83.2% | $1,945-28.6% |