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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 | $42,331 | $60,119-29.6% | $90,430-53.2% | $79,858-47.0% |
| Participation rate | 67.9% | 65.0%+2.9pp | 72.7%-4.8pp | 69.6%-1.8pp |
| Annual return | 8.25% | 71.94%-63.7pp | 1293.73%-1285.5pp | 31.72%-23.5pp |
| Employer contribution / active EE | $723 | $2,068-65.0% | $3,262-77.8% | $2,471-70.7% |
| Participant deferral / active EE | $1,790 | $2,938-39.1% | $3,963-54.8% | $3,740-52.1% |
| Admin fee / account holder | $4,673 | $3,976+17.5% | $5,613-16.8% | $5,306-11.9% |