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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 | $59,960 | $52,353+14.5% | $120,225-50.1% | $82,448-27.3% |
| Participation rate | 20.0% | 58.3%-38.3pp | 69.6%-49.6pp | 68.1%-48.1pp |
| Annual return | 11.12% | 61.85%-50.7pp | 439.23%-428.1pp | 41.64%-30.5pp |
| Employer contribution / active EE | $901 | $1,510-40.3% | $3,475-74.1% | $2,551-64.7% |
| Participant deferral / active EE | $901 | $2,627-65.7% | $3,999-77.5% | $4,139-78.2% |
| Admin fee / account holder | $2,215 | $4,363-49.2% | $5,696-61.1% | $7,234-69.4% |