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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 | $86,246 | $45,109+91.2% | $85,187+1.2% | $77,736+10.9% |
| Participation rate | 12.2% | 48.7%-36.4pp | 67.5%-55.3pp | 70.6%-58.4pp |
| Annual return | 11.29% | 79.55%-68.3pp | 66.67%-55.4pp | 31.26%-20.0pp |
| Employer contribution / active EE | $355 | $1,602-77.8% | $2,732-87.0% | $2,728-87.0% |
| Participant deferral / active EE | $790 | $2,814-71.9% | $4,525-82.5% | $4,651-83.0% |
| Admin fee / account holder | $1,016 | $915+11.1% | $6,162-83.5% | $433+134.5% |