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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 | $58,311+28.8% | $81,882-8.3% | $80,959-7.2% |
| Participation rate | 24.2% | 63.5%-39.2pp | 72.4%-48.1pp | 67.7%-43.4pp |
| Annual return | 8.97% | 41.85%-32.9pp | 779.47%-770.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $806 | $2,347-65.7% | $2,916-72.4% | $2,757-70.8% |
| Participant deferral / active EE | $1,971 | $3,287-40.0% | $4,323-54.4% | $4,300-54.2% |
| Admin fee / account holder | $336 | $4,752-92.9% | $7,360-95.4% | $6,925-95.2% |