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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 | $102,683 | $34,316+199.2% | $74,722+37.4% | $72,975+40.7% |
| Participation rate | 7.7% | 42.4%-34.7pp | 54.5%-46.8pp | 69.5%-61.8pp |
| Annual return | 17.47% | 26.58%-9.1pp | 753.11%-735.6pp | 81.01%-63.5pp |
| Employer contribution / active EE | $155 | $692-77.6% | $1,084-85.7% | $2,440-93.6% |
| Participant deferral / active EE | $1,313 | $1,272+3.3% | $1,963-33.1% | $3,608-63.6% |
| Admin fee / account holder | $2,507 | $2,125+18.0% | $3,335-24.8% | $5,124-51.1% |