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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 | $92,030 | $29,736+209.5% | $56,033+64.2% | $80,935+13.7% |
| Participation rate | 15.9% | 41.7%-25.8pp | 52.5%-36.6pp | 67.7%-51.8pp |
| Annual return | 8.74% | 35.28%-26.5pp | 1711.38%-1702.6pp | 35.66%-26.9pp |
| Employer contribution / active EE | $570 | $671-15.1% | $1,041-45.3% | $2,757-79.3% |
| Participant deferral / active EE | $1,780 | $1,228+44.9% | $1,954-8.9% | $4,299-58.6% |
| Admin fee / account holder | $1,042 | $2,434-57.2% | $2,827-63.1% | $6,924-85.0% |