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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 | $107,911 | $70,684+52.7% | $169,390-36.3% | $75,173+43.5% |
| Participation rate | 12.2% | 64.8%-52.6pp | 77.2%-65.0pp | 67.2%-55.0pp |
| Annual return | 8.17% | 36.38%-28.2pp | 406.07%-397.9pp | 160.72%-152.5pp |
| Employer contribution / active EE | $813 | $2,211-63.2% | $4,013-79.7% | $2,671-69.5% |
| Participant deferral / active EE | $2,006 | $4,310-53.4% | $6,222-67.8% | $4,126-51.4% |
| Admin fee / account holder | $34,909 | $5,404+546.0% | $9,015+287.2% | $5,651+517.8% |