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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 | $58,275+87.4% | $81,844+33.5% | $80,935+35.0% |
| Participation rate | 22.5% | 63.5%-41.0pp | 72.4%-49.9pp | 67.7%-45.2pp |
| Annual return | 10.75% | 41.82%-31.1pp | 778.87%-768.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $977 | $2,346-58.4% | $2,916-66.5% | $2,757-64.6% |
| Participant deferral / active EE | $2,008 | $3,285-38.9% | $4,323-53.6% | $4,299-53.3% |
| Admin fee / account holder | $6,784 | $4,749+42.9% | $7,355-7.8% | $6,924-2.0% |