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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 | $100,274 | $29,670+238.0% | $56,054+78.9% | $80,911+23.9% |
| Participation rate | 6.3% | 41.7%-35.4pp | 52.5%-46.2pp | 67.6%-61.4pp |
| Annual return | 10.36% | 35.24%-24.9pp | 1705.95%-1695.6pp | 35.63%-25.3pp |
| Employer contribution / active EE | $225 | $670-66.4% | $1,039-78.3% | $2,756-91.8% |
| Participant deferral / active EE | $603 | $1,227-50.8% | $1,952-69.1% | $4,297-86.0% |
| Admin fee / account holder | $16,786 | $2,431+590.5% | $2,822+494.7% | $6,935+142.1% |