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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 | $49,364 | $43,730+12.9% | $66,674-26.0% | $64,097-23.0% |
| Participation rate | 26.6% | 50.7%-24.2pp | 73.7%-47.1pp | 55.2%-28.6pp |
| Annual return | 2.90% | 53.62%-50.7pp | 321.24%-318.3pp | 34.64%-31.7pp |
| Employer contribution / active EE | $610 | $1,673-63.5% | $2,620-76.7% | $1,891-67.7% |
| Participant deferral / active EE | $990 | $2,122-53.3% | $4,084-75.8% | $3,080-67.8% |
| Admin fee / account holder | $9,523 | $2,708+251.7% | $5,098+86.8% | $3,454+175.7% |