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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 | $109,231 | $58,234+87.6% | $81,783+33.6% | $80,874+35.1% |
| Participation rate | 22.5% | 63.4%-41.0pp | 72.4%-49.9pp | 67.6%-45.2pp |
| Annual return | 10.75% | 41.70%-31.0pp | 775.05%-764.3pp | 35.62%-24.9pp |
| Employer contribution / active EE | $977 | $2,341-58.3% | $2,913-66.5% | $2,756-64.6% |
| Participant deferral / active EE | $2,008 | $3,283-38.8% | $4,320-53.5% | $4,297-53.3% |
| Admin fee / account holder | $6,784 | $4,982+36.2% | $7,380-8.1% | $6,935-2.2% |