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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 | $73,012 | $60,119+21.4% | $90,414-19.2% | $79,860-8.6% |
| Participation rate | 42.9% | 65.0%-22.1pp | 72.7%-29.8pp | 69.6%-26.8pp |
| Annual return | 8.03% | 71.94%-63.9pp | 1293.19%-1285.2pp | 31.72%-23.7pp |
| Employer contribution / active EE | $412 | $2,068-80.1% | $3,262-87.4% | $2,471-83.3% |
| Participant deferral / active EE | $2,750 | $2,938-6.4% | $3,963-30.6% | $3,740-26.5% |
| Admin fee / account holder | $1,079 | $3,976-72.9% | $5,611-80.8% | $5,306-79.7% |