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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 | $133,780 | $72,071+85.6% | $68,368+95.7% | $137,256-2.5% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 12.94% | 353.14%-340.2pp | 292.57%-279.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $606 | $2,788-78.3% | $2,649-77.1% | $4,156-85.4% |
| Participant deferral / active EE | $3,005 | $4,410-31.9% | $4,123-27.1% | $6,407-53.1% |
| Admin fee / account holder | $909 | $5,336-83.0% | $5,150-82.4% | $12,270-92.6% |