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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 | $82,056 | $63,346+29.5% | $92,240-11.0% | $70,126+17.0% |
| Participation rate | 32.6% | 68.7%-36.1pp | 76.5%-43.9pp | 69.5%-36.9pp |
| Annual return | 9.11% | 530.19%-521.1pp | 176.29%-167.2pp | 73.15%-64.0pp |
| Employer contribution / active EE | $710 | $2,471-71.3% | $3,680-80.7% | $2,343-69.7% |
| Participant deferral / active EE | $1,209 | $2,854-57.6% | $3,897-69.0% | $3,332-63.7% |
| Admin fee / account holder | $3,660 | $3,841-4.7% | $5,194-29.5% | $4,645-21.2% |