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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 | $93,648 | $54,558+71.6% | $76,051+23.1% | $74,400+25.9% |
| Participation rate | 13.6% | 60.3%-46.7pp | 69.1%-55.5pp | 67.2%-53.6pp |
| Annual return | 10.51% | 31.83%-21.3pp | 360.42%-349.9pp | 1367.51%-1357.0pp |
| Employer contribution / active EE | $466 | $1,778-73.8% | $2,690-82.7% | $2,624-82.3% |
| Participant deferral / active EE | $974 | $3,065-68.2% | $4,257-77.1% | $4,348-77.6% |
| Admin fee / account holder | $1,047 | $2,232-53.1% | $6,416-83.7% | $1,944-46.1% |