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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 | $92,321 | $63,346+45.7% | $92,240+0.1% | $70,126+31.7% |
| Participation rate | 29.7% | 68.7%-38.9pp | 76.5%-46.8pp | 69.5%-39.8pp |
| Annual return | 9.41% | 530.19%-520.8pp | 176.29%-166.9pp | 73.15%-63.7pp |
| Employer contribution / active EE | $516 | $2,471-79.1% | $3,680-86.0% | $2,343-78.0% |
| Participant deferral / active EE | $1,557 | $2,854-45.5% | $3,897-60.1% | $3,332-53.3% |
| Admin fee / account holder | $5,439 | $3,841+41.6% | $5,194+4.7% | $4,645+17.1% |