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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 | $67,745 | $54,717+23.8% | $86,216-21.4% | $71,511-5.3% |
| Participation rate | 35.9% | 60.1%-24.2pp | 69.0%-33.0pp | 67.9%-32.0pp |
| Annual return | 12.62% | 20.07%-7.4pp | 1169.42%-1156.8pp | 28.86%-16.2pp |
| Employer contribution / active EE | $2,826 | $1,267+123.0% | $2,382+18.6% | $2,589+9.1% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,986-100.0% | $4,291-100.0% |
| Admin fee / account holder | $7,739 | $1,922+302.6% | $6,853+12.9% | $1,588+387.2% |