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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 | $29,733+277.0% | $56,025+100.1% | $80,959+38.5% |
| Participation rate | 53.9% | 41.7%+12.2pp | 52.5%+1.4pp | 67.7%-13.7pp |
| Annual return | 7.51% | 35.28%-27.8pp | 1712.69%-1705.2pp | 35.67%-28.2pp |
| Employer contribution / active EE | $279 | $672-58.5% | $1,042-73.2% | $2,757-89.9% |
| Participant deferral / active EE | $4,183 | $1,229+240.3% | $1,955+114.0% | $4,300-2.7% |
| Admin fee / account holder | $19,879 | $2,434+716.9% | $2,828+602.8% | $6,925+187.0% |