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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 | $100,389 | $29,733+237.6% | $56,025+79.2% | $80,959+24.0% |
| Participation rate | 16.7% | 41.7%-25.1pp | 52.5%-35.8pp | 67.7%-51.0pp |
| Annual return | 10.29% | 35.28%-25.0pp | 1712.69%-1702.4pp | 35.67%-25.4pp |
| Employer contribution / active EE | $460 | $672-31.5% | $1,042-55.8% | $2,757-83.3% |
| Participant deferral / active EE | $2,183 | $1,229+77.6% | $1,955+11.7% | $4,300-49.2% |
| Admin fee / account holder | $990 | $2,434-59.3% | $2,828-65.0% | $6,925-85.7% |