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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 | $76,689 | $51,638+48.5% | $68,368+12.2% | $82,448-7.0% |
| Participation rate | 49.4% | 63.6%-14.2pp | 73.8%-24.4pp | 68.1%-18.7pp |
| Annual return | 11.22% | 37.53%-26.3pp | 292.57%-281.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $699 | $2,047-65.9% | $2,649-73.6% | $2,551-72.6% |
| Participant deferral / active EE | $1,616 | $2,914-44.5% | $4,123-60.8% | $4,139-61.0% |
| Admin fee / account holder | $20,479 | $4,643+341.0% | $5,150+297.7% | $7,234+183.1% |