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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 | $66,338 | $47,105+40.8% | $68,368-3.0% | $67,986-2.4% |
| Participation rate | 32.4% | 51.8%-19.4pp | 73.8%-41.4pp | 57.2%-24.9pp |
| Annual return | 9.91% | 48.37%-38.5pp | 292.57%-282.7pp | 31.67%-21.8pp |
| Employer contribution / active EE | $868 | $1,859-53.3% | $2,649-67.2% | $2,019-57.0% |
| Participant deferral / active EE | $1,809 | $2,374-23.8% | $4,123-56.1% | $3,358-46.1% |
| Admin fee / account holder | $2,153 | $2,435-11.6% | $5,150-58.2% | $3,203-32.8% |