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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 | $96,386 | $27,936+245.0% | $58,561+64.6% | $75,173+28.2% |
| Participation rate | 13.2% | 38.8%-25.7pp | 50.9%-37.7pp | 67.2%-54.0pp |
| Annual return | 11.70% | 44.21%-32.5pp | 4251.33%-4239.6pp | 160.72%-149.0pp |
| Employer contribution / active EE | $441 | $670-34.1% | $1,053-58.1% | $2,671-83.5% |
| Participant deferral / active EE | $1,985 | $1,202+65.1% | $1,923+3.2% | $4,126-51.9% |
| Admin fee / account holder | $868 | $1,727-49.7% | $2,520-65.5% | $5,651-84.6% |