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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 | $75,117 | $58,234+29.0% | $81,783-8.2% | $80,874-7.1% |
| Participation rate | 24.2% | 63.4%-39.2pp | 72.4%-48.1pp | 67.6%-43.4pp |
| Annual return | 8.97% | 41.70%-32.7pp | 775.05%-766.1pp | 35.62%-26.7pp |
| Employer contribution / active EE | $806 | $2,341-65.6% | $2,913-72.3% | $2,756-70.8% |
| Participant deferral / active EE | $1,971 | $3,283-39.9% | $4,320-54.4% | $4,297-54.1% |
| Admin fee / account holder | $336 | $4,982-93.3% | $7,380-95.5% | $6,935-95.2% |