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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 | $93,330 | $58,311+60.1% | $81,882+14.0% | $80,959+15.3% |
| Participation rate | 22.4% | 63.5%-41.1pp | 72.4%-50.0pp | 67.7%-45.3pp |
| Annual return | 9.53% | 41.85%-32.3pp | 779.47%-769.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $390 | $2,347-83.4% | $2,916-86.6% | $2,757-85.9% |
| Participant deferral / active EE | $1,427 | $3,287-56.6% | $4,323-67.0% | $4,300-66.8% |
| Admin fee / account holder | $7,220 | $4,752+51.9% | $7,360-1.9% | $6,925+4.3% |