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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 | $111,451 | $29,736+274.8% | $56,033+98.9% | $80,935+37.7% |
| Participation rate | 7.4% | 41.7%-34.3pp | 52.5%-45.1pp | 67.7%-60.3pp |
| Annual return | 8.63% | 35.28%-26.6pp | 1711.38%-1702.8pp | 35.66%-27.0pp |
| Employer contribution / active EE | $212 | $671-68.4% | $1,041-79.6% | $2,757-92.3% |
| Participant deferral / active EE | $1,661 | $1,228+35.3% | $1,954-15.0% | $4,299-61.4% |
| Admin fee / account holder | $430 | $2,434-82.4% | $2,827-84.8% | $6,924-93.8% |