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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 | $94,623 | $58,311+62.3% | $81,882+15.6% | $80,959+16.9% |
| Participation rate | 34.3% | 63.5%-29.2pp | 72.4%-38.1pp | 67.7%-33.4pp |
| Annual return | 7.88% | 41.85%-34.0pp | 779.47%-771.6pp | 35.67%-27.8pp |
| Employer contribution / active EE | $933 | $2,347-60.3% | $2,916-68.0% | $2,757-66.2% |
| Participant deferral / active EE | $2,079 | $3,287-36.7% | $4,323-51.9% | $4,300-51.6% |
| Admin fee / account holder | $1,211 | $4,752-74.5% | $7,360-83.5% | $6,925-82.5% |