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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 | $99,582 | $29,733+234.9% | $56,025+77.7% | $80,959+23.0% |
| Participation rate | 55.9% | 41.7%+14.2pp | 52.5%+3.4pp | 67.7%-11.7pp |
| Annual return | 10.18% | 35.28%-25.1pp | 1712.69%-1702.5pp | 35.67%-25.5pp |
| Employer contribution / active EE | $994 | $672+48.0% | $1,042-4.6% | $2,757-63.9% |
| Participant deferral / active EE | $3,550 | $1,229+188.8% | $1,955+81.6% | $4,300-17.4% |
| Admin fee / account holder | $2,176 | $2,434-10.6% | $2,828-23.0% | $6,925-68.6% |