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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 | $78,006 | $72,071+8.2% | $68,368+14.1% | $137,256-43.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 11.26% | 353.14%-341.9pp | 292.57%-281.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $773 | $2,788-72.3% | $2,649-70.8% | $4,156-81.4% |
| Participant deferral / active EE | $1,096 | $4,410-75.1% | $4,123-73.4% | $6,407-82.9% |
| Admin fee / account holder | $3,563 | $5,336-33.2% | $5,150-30.8% | $12,270-71.0% |