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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 | $117,519 | $30,437+286.1% | $56,033+109.7% | $74,459+57.8% |
| Participation rate | 7.1% | 32.9%-25.8pp | 52.5%-45.4pp | 67.2%-60.1pp |
| Annual return | 7.06% | 24.96%-17.9pp | 1711.38%-1704.3pp | 1369.70%-1362.6pp |
| Employer contribution / active EE | $140 | $610-77.0% | $1,041-86.5% | $2,626-94.7% |
| Participant deferral / active EE | $466 | $1,176-60.4% | $1,954-76.2% | $4,350-89.3% |
| Admin fee / account holder | $1,134 | $2,363-52.0% | $2,827-59.9% | $1,945-41.7% |