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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 | $72,386 | $105,210-31.2% | $159,487-54.6% | $85,851-15.7% |
| Participation rate | 43.6% | 75.8%-32.2pp | 82.8%-39.2pp | 69.3%-25.7pp |
| Annual return | 7.92% | 45.08%-37.2pp | 263.71%-255.8pp | 318.63%-310.7pp |
| Employer contribution / active EE | $941 | $3,319-71.7% | $4,831-80.5% | $2,565-63.3% |
| Participant deferral / active EE | $2,826 | $5,946-52.5% | $7,354-61.6% | $3,952-28.5% |
| Admin fee / account holder | $2,561 | $6,934-63.1% | $10,804-76.3% | $6,261-59.1% |