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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 | $181,360 | $34,316+428.5% | $74,723+142.7% | $72,976+148.5% |
| Participation rate | 7.7% | 42.4%-34.7pp | 54.5%-46.8pp | 69.5%-61.8pp |
| Annual return | 15.29% | 26.58%-11.3pp | 753.18%-737.9pp | 81.02%-65.7pp |
| Employer contribution / active EE | $222 | $692-68.0% | $1,084-79.6% | $2,440-90.9% |
| Participant deferral / active EE | $1,769 | $1,272+39.1% | $1,962-9.8% | $3,608-51.0% |
| Admin fee / account holder | $556 | $2,125-73.8% | $3,335-83.3% | $5,124-89.2% |