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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 | $87,273 | $105,198-17.0% | $159,455-45.3% | $85,856+1.7% |
| Participation rate | 25.9% | 75.8%-49.9pp | 82.8%-56.9pp | 69.3%-43.4pp |
| Annual return | 8.44% | 45.08%-36.6pp | 263.63%-255.2pp | 318.58%-310.1pp |
| Employer contribution / active EE | $860 | $3,319-74.1% | $4,830-82.2% | $2,565-66.5% |
| Participant deferral / active EE | $2,602 | $5,946-56.2% | $7,353-64.6% | $3,952-34.2% |
| Admin fee / account holder | $4,672 | $6,934-32.6% | $10,800-56.7% | $6,261-25.4% |