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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 | $63,497 | $52,353+21.3% | $120,225-47.2% | $82,448-23.0% |
| Participation rate | 36.4% | 58.3%-21.9pp | 69.6%-33.2pp | 68.1%-31.7pp |
| Annual return | 12.05% | 61.85%-49.8pp | 439.23%-427.2pp | 41.64%-29.6pp |
| Employer contribution / active EE | $891 | $1,510-41.0% | $3,475-74.4% | $2,551-65.1% |
| Participant deferral / active EE | $1,641 | $2,627-37.5% | $3,999-59.0% | $4,139-60.4% |
| Admin fee / account holder | $1,406 | $4,363-67.8% | $5,696-75.3% | $7,234-80.6% |