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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 | $97,551 | $42,546+129.3% | $71,796+35.9% | $55,167+76.8% |
| Participation rate | 32.0% | 59.1%-27.1pp | 69.1%-37.1pp | 69.0%-37.0pp |
| Annual return | 4.62% | 12.36%-7.7pp | 78.04%-73.4pp | 169.23%-164.6pp |
| Employer contribution / active EE | $998 | $803+24.2% | $1,924-48.1% | $1,963-49.2% |
| Participant deferral / active EE | $2,602 | $2,064+26.0% | $2,794-6.9% | $3,054-14.8% |
| Admin fee / account holder | $15,336 | $650+2260.7% | $4,815+218.5% | $504+2943.5% |