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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 | $96,844 | $60,393+60.4% | $81,820+18.4% | $74,429+30.1% |
| Participation rate | 27.1% | 62.9%-35.8pp | 72.4%-45.3pp | 67.2%-40.1pp |
| Annual return | 11.14% | 16.89%-5.7pp | 777.93%-766.8pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $860 | $2,626-67.3% | $2,915-70.5% | $2,625-67.3% |
| Participant deferral / active EE | $1,816 | $3,397-46.6% | $4,323-58.0% | $4,348-58.2% |
| Admin fee / account holder | $6,465 | $1,491+333.7% | $7,391-12.5% | $1,944+232.5% |