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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 | $164,941 | $80,812+104.1% | $160,784+2.6% | $82,448+100.1% |
| Participation rate | 17.1% | 66.2%-49.2pp | 77.0%-59.9pp | 68.1%-51.0pp |
| Annual return | 10.61% | 100.59%-90.0pp | 1803.92%-1793.3pp | 41.64%-31.0pp |
| Employer contribution / active EE | $585 | $2,174-73.1% | $3,733-84.3% | $2,551-77.1% |
| Participant deferral / active EE | $1,686 | $4,335-61.1% | $6,293-73.2% | $4,139-59.3% |
| Admin fee / account holder | $5,952 | $7,695-22.6% | $9,717-38.7% | $7,234-17.7% |