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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 | $112,108 | $29,667+277.9% | $56,441+98.6% | $80,874+38.6% |
| Participation rate | 53.9% | 41.7%+12.3pp | 52.5%+1.5pp | 67.6%-13.7pp |
| Annual return | 7.51% | 35.22%-27.7pp | 1704.21%-1696.7pp | 35.62%-28.1pp |
| Employer contribution / active EE | $279 | $669-58.3% | $1,039-73.2% | $2,756-89.9% |
| Participant deferral / active EE | $4,183 | $1,227+241.0% | $1,953+114.2% | $4,297-2.6% |
| Admin fee / account holder | $19,879 | $2,429+718.2% | $2,829+602.6% | $6,935+186.6% |