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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 | $133,899 | $34,316+290.2% | $74,723+79.2% | $72,976+83.5% |
| Participation rate | 12.2% | 42.4%-30.2pp | 54.5%-42.2pp | 69.5%-57.3pp |
| Annual return | 16.66% | 26.58%-9.9pp | 753.18%-736.5pp | 81.02%-64.4pp |
| Employer contribution / active EE | $266 | $692-61.6% | $1,084-75.5% | $2,440-89.1% |
| Participant deferral / active EE | $946 | $1,272-25.6% | $1,962-51.8% | $3,608-73.8% |
| Admin fee / account holder | $3,594 | $2,125+69.1% | $3,335+7.8% | $5,124-29.9% |