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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 | $50,152 | $53,063-5.5% | $124,206-59.6% | $82,637-39.3% |
| Participation rate | 31.4% | 58.4%-27.0pp | 69.6%-38.2pp | 68.1%-36.6pp |
| Annual return | 12.70% | 68.87%-56.2pp | 515.27%-502.6pp | 53.51%-40.8pp |
| Employer contribution / active EE | $859 | $1,530-43.8% | $3,540-75.7% | $2,552-66.3% |
| Participant deferral / active EE | $1,331 | $2,644-49.6% | $3,968-66.4% | $4,126-67.7% |
| Admin fee / account holder | $10,356 | $4,281+141.9% | $5,929+74.7% | $7,339+41.1% |