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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 | $97,284 | $72,071+35.0% | $68,368+42.3% | $137,256-29.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 9.61% | 353.14%-343.5pp | 292.57%-283.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,972 | $2,788-29.3% | $2,649-25.6% | $4,156-52.6% |
| Participant deferral / active EE | $2,381 | $4,410-46.0% | $4,123-42.2% | $6,407-62.8% |
| Admin fee / account holder | $849 | $5,336-84.1% | $5,150-83.5% | $12,270-93.1% |