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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 | $138,857 | $34,316+304.6% | $74,722+85.8% | $72,975+90.3% |
| Participation rate | 16.7% | 42.4%-25.7pp | 54.5%-37.8pp | 69.5%-52.8pp |
| Annual return | 12.92% | 26.58%-13.7pp | 753.11%-740.2pp | 81.01%-68.1pp |
| Employer contribution / active EE | $1,090 | $692+57.5% | $1,084+0.5% | $2,440-55.3% |
| Participant deferral / active EE | $1,130 | $1,272-11.1% | $1,963-42.4% | $3,608-68.7% |
| Admin fee / account holder | $4,584 | $2,125+115.7% | $3,335+37.5% | $5,124-10.5% |