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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 | $110,162 | $58,391+88.7% | $76,657+43.7% | $72,975+51.0% |
| Participation rate | 19.1% | 67.4%-48.2pp | 72.1%-52.9pp | 69.5%-50.3pp |
| Annual return | 13.42% | 2306.65%-2293.2pp | 1166.74%-1153.3pp | 81.01%-67.6pp |
| Employer contribution / active EE | $684 | $1,787-61.7% | $2,303-70.3% | $2,440-72.0% |
| Participant deferral / active EE | $1,669 | $2,690-37.9% | $3,335-50.0% | $3,608-53.7% |
| Admin fee / account holder | $3,728 | $4,014-7.1% | $6,423-41.9% | $5,124-27.2% |