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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 | $71,678 | $88,117-18.7% | $164,928-56.5% | $74,400-3.7% |
| Participation rate | 59.6% | 73.1%-13.5pp | 78.6%-19.0pp | 67.2%-7.6pp |
| Annual return | 11.02% | 17.27%-6.2pp | 70.08%-59.1pp | 1367.51%-1356.5pp |
| Employer contribution / active EE | $854 | $2,596-67.1% | $4,343-80.3% | $2,624-67.4% |
| Participant deferral / active EE | $3,412 | $4,501-24.2% | $6,034-43.5% | $4,348-21.5% |
| Admin fee / account holder | $6,581 | $2,230+195.1% | $12,684-48.1% | $1,944+238.6% |