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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 | $168,618 | $29,667+468.4% | $56,441+198.8% | $80,874+108.5% |
| Participation rate | 24.4% | 41.7%-17.2pp | 52.5%-28.1pp | 67.6%-43.2pp |
| Annual return | 9.31% | 35.22%-25.9pp | 1704.21%-1694.9pp | 35.62%-26.3pp |
| Employer contribution / active EE | $868 | $669+29.7% | $1,039-16.4% | $2,756-68.5% |
| Participant deferral / active EE | $2,722 | $1,227+121.9% | $1,953+39.4% | $4,297-36.7% |
| Admin fee / account holder | $950 | $2,429-60.9% | $2,829-66.4% | $6,935-86.3% |