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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 | $53,063+13.0% | $124,206-51.7% | $82,637-27.4% |
| Participation rate | 20.0% | 58.4%-38.4pp | 69.6%-49.6pp | 68.1%-48.1pp |
| Annual return | 11.12% | 68.87%-57.8pp | 515.27%-504.2pp | 53.51%-42.4pp |
| Employer contribution / active EE | $901 | $1,530-41.1% | $3,540-74.5% | $2,552-64.7% |
| Participant deferral / active EE | $901 | $2,644-65.9% | $3,968-77.3% | $4,126-78.2% |
| Admin fee / account holder | $2,215 | $4,281-48.3% | $5,929-62.6% | $7,339-69.8% |