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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 | $64,483 | $23,330+176.4% | $64,4890% | $82,448-21.8% |
| Participation rate | 28.2% | 68.3%-40.1pp | 67.7%-39.5pp | 68.1%-39.9pp |
| Annual return | 6.16% | 83.66%-77.5pp | 55.03%-48.9pp | 41.64%-35.5pp |
| Employer contribution / active EE | $633 | $824-23.3% | $1,523-58.5% | $2,551-75.2% |
| Participant deferral / active EE | $4,692 | $1,707+174.8% | $2,778+68.9% | $4,139+13.4% |
| Admin fee / account holder | $4,124 | $2,946+40.0% | $4,260-3.2% | $7,234-43.0% |