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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 | $99,868 | $52,353+90.8% | $120,225-16.9% | $82,448+21.1% |
| Participation rate | 54.5% | 58.3%-3.8pp | 69.6%-15.0pp | 68.1%-13.5pp |
| Annual return | 12.85% | 61.85%-49.0pp | 439.23%-426.4pp | 41.64%-28.8pp |
| Employer contribution / active EE | $878 | $1,510-41.9% | $3,475-74.7% | $2,551-65.6% |
| Participant deferral / active EE | $1,575 | $2,627-40.1% | $3,999-60.6% | $4,139-62.0% |
| Admin fee / account holder | $1,871 | $4,363-57.1% | $5,696-67.2% | $7,234-74.1% |