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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 | $134,579 | $29,736+352.6% | $56,033+140.2% | $80,935+66.3% |
| Participation rate | 9.7% | 41.7%-32.0pp | 52.5%-42.8pp | 67.7%-58.0pp |
| Annual return | 8.52% | 35.28%-26.8pp | 1711.38%-1702.9pp | 35.66%-27.1pp |
| Employer contribution / active EE | $633 | $671-5.7% | $1,041-39.2% | $2,757-77.0% |
| Participant deferral / active EE | $2,952 | $1,228+140.3% | $1,954+51.1% | $4,299-31.3% |
| Admin fee / account holder | $1,493 | $2,434-38.7% | $2,827-47.2% | $6,924-78.4% |