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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 | $68,096 | $64,324+5.9% | $118,914-42.7% | $79,856-14.7% |
| Participation rate | 51.2% | 64.9%-13.7pp | 75.4%-24.2pp | 69.6%-18.5pp |
| Annual return | 2.24% | 86.45%-84.2pp | 35.89%-33.6pp | 31.71%-29.5pp |
| Employer contribution / active EE | $1,134 | $1,836-38.2% | $3,264-65.3% | $2,471-54.1% |
| Participant deferral / active EE | $1,354 | $2,824-52.0% | $4,266-68.3% | $3,741-63.8% |
| Admin fee / account holder | $900 | $4,040-77.7% | $6,582-86.3% | $5,306-83.0% |