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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 | $89,434 | $49,891+79.3% | $80,607+10.9% | $75,181+19.0% |
| Participation rate | 21.2% | 55.3%-34.1pp | 67.0%-45.8pp | 67.2%-46.0pp |
| Annual return | 12.38% | 34.67%-22.3pp | 936.11%-923.7pp | 160.69%-148.3pp |
| Employer contribution / active EE | $1,055 | $1,698-37.9% | $2,724-61.3% | $2,671-60.5% |
| Participant deferral / active EE | $3,765 | $2,991+25.9% | $4,448-15.3% | $4,126-8.7% |
| Admin fee / account holder | $911 | $3,578-74.5% | $5,379-83.1% | $5,650-83.9% |