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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 | $96,644 | $29,733+225.0% | $56,025+72.5% | $80,959+19.4% |
| Participation rate | 17.9% | 41.7%-23.9pp | 52.5%-34.7pp | 67.7%-49.8pp |
| Annual return | 10.26% | 35.28%-25.0pp | 1712.69%-1702.4pp | 35.67%-25.4pp |
| Employer contribution / active EE | $586 | $672-12.8% | $1,042-43.8% | $2,757-78.8% |
| Participant deferral / active EE | $2,421 | $1,229+96.9% | $1,955+23.9% | $4,300-43.7% |
| Admin fee / account holder | $1,656 | $2,434-31.9% | $2,828-41.4% | $6,925-76.1% |