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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 | $92,474 | $28,624+223.1% | $53,647+72.4% | $82,637+11.9% |
| Participation rate | 9.8% | 47.3%-37.5pp | 56.3%-46.5pp | 68.1%-58.3pp |
| Annual return | 10.60% | 664.98%-654.4pp | 358.33%-347.7pp | 53.51%-42.9pp |
| Employer contribution / active EE | $393 | $637-38.3% | $962-59.2% | $2,552-84.6% |
| Participant deferral / active EE | $548 | $1,196-54.2% | $1,813-69.8% | $4,126-86.7% |
| Admin fee / account holder | $6,059 | $2,022+199.7% | $2,460+146.3% | $7,339-17.4% |