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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 | $98,117 | $52,353+87.4% | $120,225-18.4% | $82,448+19.0% |
| Participation rate | 25.0% | 58.3%-33.3pp | 69.6%-44.6pp | 68.1%-43.1pp |
| Annual return | 10.29% | 61.85%-51.6pp | 439.23%-428.9pp | 41.64%-31.3pp |
| Employer contribution / active EE | $388 | $1,510-74.3% | $3,475-88.8% | $2,551-84.8% |
| Participant deferral / active EE | $738 | $2,627-71.9% | $3,999-81.5% | $4,139-82.2% |
| Admin fee / account holder | $5,442 | $4,363+24.7% | $5,696-4.5% | $7,234-24.8% |