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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 | $61,252 | $60,393+1.4% | $81,820-25.1% | $74,429-17.7% |
| Participation rate | 34.6% | 62.9%-28.3pp | 72.4%-37.8pp | 67.2%-32.6pp |
| Annual return | 10.63% | 16.89%-6.3pp | 777.93%-767.3pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $739 | $2,626-71.9% | $2,915-74.7% | $2,625-71.9% |
| Participant deferral / active EE | $1,611 | $3,397-52.6% | $4,323-62.7% | $4,348-63.0% |
| Admin fee / account holder | $3,879 | $1,491+160.2% | $7,391-47.5% | $1,944+99.5% |