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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 | $85,063 | $72,071+18.0% | $68,368+24.4% | $137,256-38.0% |
| Participation rate | 41.2% | 76.2%-35.1pp | 73.8%-32.6pp | 80.0%-38.8pp |
| Annual return | 13.18% | 353.14%-340.0pp | 292.57%-279.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,614 | $2,788-42.1% | $2,649-39.1% | $4,156-61.2% |
| Participant deferral / active EE | $2,423 | $4,410-45.1% | $4,123-41.2% | $6,407-62.2% |
| Admin fee / account holder | $594 | $5,336-88.9% | $5,150-88.5% | $12,270-95.2% |