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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 | $131,624 | $49,164+167.7% | $121,169+8.6% | $75,181+75.1% |
| Participation rate | 22.2% | 55.4%-33.2pp | 69.5%-47.3pp | 67.2%-45.0pp |
| Annual return | 13.35% | 56.03%-42.7pp | 986.71%-973.4pp | 160.69%-147.3pp |
| Employer contribution / active EE | $336 | $1,546-78.3% | $4,168-91.9% | $2,671-87.4% |
| Participant deferral / active EE | $1,182 | $2,628-55.0% | $4,083-71.1% | $4,126-71.4% |
| Admin fee / account holder | $1,008 | $3,942-74.4% | $5,645-82.1% | $5,650-82.2% |