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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 | $91,317 | $58,927+55.0% | $76,823+18.9% | $72,983+25.1% |
| Participation rate | 22.2% | 67.3%-45.1pp | 72.1%-49.9pp | 69.5%-47.3pp |
| Annual return | 11.05% | 2305.64%-2294.6pp | 1166.42%-1155.4pp | 81.01%-70.0pp |
| Employer contribution / active EE | $461 | $1,787-74.2% | $2,302-80.0% | $2,440-81.1% |
| Participant deferral / active EE | $2,075 | $2,690-22.9% | $3,336-37.8% | $3,608-42.5% |
| Admin fee / account holder | $900 | $4,013-77.6% | $6,422-86.0% | $5,124-82.4% |