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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 | $77,629 | $65,440+18.6% | $98,506-21.2% | $85,851-9.6% |
| Participation rate | 59.1% | 65.0%-5.9pp | 73.3%-14.3pp | 69.3%-10.2pp |
| Annual return | 11.28% | 21.75%-10.5pp | 1494.92%-1483.6pp | 318.63%-307.4pp |
| Employer contribution / active EE | $806 | $2,169-62.8% | $2,961-72.8% | $2,565-68.6% |
| Participant deferral / active EE | $3,235 | $3,168+2.1% | $4,277-24.4% | $3,952-18.2% |
| Admin fee / account holder | $9,318 | $4,596+102.8% | $5,955+56.5% | $6,261+48.8% |