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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 | $60,831 | $56,431+7.8% | $130,788-53.5% | $87,485-30.5% |
| Participation rate | 55.4% | 58.9%-3.5pp | 70.1%-14.7pp | 68.9%-13.5pp |
| Annual return | 11.85% | 91.27%-79.4pp | 386.44%-374.6pp | 26.06%-14.2pp |
| Employer contribution / active EE | $959 | $1,549-38.1% | $3,558-73.1% | $2,596-63.1% |
| Participant deferral / active EE | $2,536 | $2,749-7.8% | $4,137-38.7% | $4,274-40.7% |
| Admin fee / account holder | $840 | $4,433-81.1% | $6,673-87.4% | $7,775-89.2% |