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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 | $70,366+10.9% | $66,674+17.0% | $138,895-43.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 11.26% | 386.41%-375.1pp | 321.24%-310.0pp | 145.39%-134.1pp |
| Employer contribution / active EE | $773 | $2,765-72.1% | $2,620-70.5% | $4,194-81.6% |
| Participant deferral / active EE | $1,096 | $4,374-74.9% | $4,084-73.2% | $6,396-82.9% |
| Admin fee / account holder | $3,563 | $5,262-32.3% | $5,098-30.1% | $12,562-71.6% |