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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 | $83,428 | $47,479+75.7% | $62,929+32.6% | $82,448+1.2% |
| Participation rate | 45.1% | 66.9%-21.7pp | 73.1%-28.0pp | 68.1%-22.9pp |
| Annual return | 7.68% | 20.34%-12.7pp | 1063.93%-1056.3pp | 41.64%-34.0pp |
| Employer contribution / active EE | $7,774 | $1,885+312.4% | $2,505+210.4% | $2,551+204.8% |
| Participant deferral / active EE | $981 | $2,870-65.8% | $3,888-74.8% | $4,139-76.3% |
| Admin fee / account holder | $1,173 | $3,804-69.1% | $5,065-76.8% | $7,234-83.8% |