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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 | $67,195 | $63,346+6.1% | $92,240-27.2% | $70,126-4.2% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 10.91% | 530.19%-519.3pp | 176.29%-165.4pp | 73.15%-62.2pp |
| Employer contribution / active EE | $671 | $2,471-72.8% | $3,680-81.8% | $2,343-71.3% |
| Participant deferral / active EE | $1,390 | $2,854-51.3% | $3,897-64.3% | $3,332-58.3% |
| Admin fee / account holder | $673 | $3,841-82.5% | $5,194-87.0% | $4,645-85.5% |