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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 | $163,215 | $58,311+179.9% | $81,882+99.3% | $80,959+101.6% |
| Participation rate | 25.8% | 63.5%-37.7pp | 72.4%-46.6pp | 67.7%-41.9pp |
| Annual return | 9.36% | 41.85%-32.5pp | 779.47%-770.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $713 | $2,347-69.6% | $2,916-75.6% | $2,757-74.1% |
| Participant deferral / active EE | $1,491 | $3,287-54.6% | $4,323-65.5% | $4,300-65.3% |
| Admin fee / account holder | $2,981 | $4,752-37.3% | $7,360-59.5% | $6,925-57.0% |