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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 | $97,824 | $28,624+241.8% | $53,647+82.3% | $82,637+18.4% |
| Participation rate | 29.0% | 47.3%-18.2pp | 56.3%-27.2pp | 68.1%-39.0pp |
| Annual return | 7.56% | 664.98%-657.4pp | 358.33%-350.8pp | 53.51%-45.9pp |
| Employer contribution / active EE | $745 | $637+17.0% | $962-22.6% | $2,552-70.8% |
| Participant deferral / active EE | $2,256 | $1,196+88.6% | $1,813+24.4% | $4,126-45.3% |
| Admin fee / account holder | $59,846 | $2,022+2860.2% | $2,460+2332.8% | $7,339+715.5% |