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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 | $82,664 | $65,555+26.1% | $86,216-4.1% | $75,173+10.0% |
| Participation rate | 26.3% | 60.5%-34.2pp | 69.0%-42.6pp | 67.2%-40.9pp |
| Annual return | 10.90% | 46.07%-35.2pp | 1169.42%-1158.5pp | 160.72%-149.8pp |
| Employer contribution / active EE | $647 | $1,553-58.4% | $2,382-72.9% | $2,671-75.8% |
| Participant deferral / active EE | $2,204 | $3,023-27.1% | $3,986-44.7% | $4,126-46.6% |
| Admin fee / account holder | $22,259 | $5,469+307.0% | $6,853+224.8% | $5,651+293.9% |