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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 | $104,741 | $28,624+265.9% | $53,647+95.2% | $82,637+26.7% |
| Participation rate | 15.4% | 47.3%-31.9pp | 56.3%-40.9pp | 68.1%-52.7pp |
| Annual return | 13.01% | 664.98%-652.0pp | 358.33%-345.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $743 | $637+16.7% | $962-22.8% | $2,552-70.9% |
| Participant deferral / active EE | $1,851 | $1,196+54.7% | $1,813+2.1% | $4,126-55.1% |
| Admin fee / account holder | $792 | $2,022-60.8% | $2,460-67.8% | $7,339-89.2% |