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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 | $107,578 | $58,275+84.6% | $81,844+31.4% | $80,935+32.9% |
| Participation rate | 24.0% | 63.5%-39.5pp | 72.4%-48.4pp | 67.7%-43.7pp |
| Annual return | 10.72% | 41.82%-31.1pp | 778.87%-768.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $694 | $2,346-70.4% | $2,916-76.2% | $2,757-74.8% |
| Participant deferral / active EE | $2,445 | $3,285-25.6% | $4,323-43.5% | $4,299-43.1% |
| Admin fee / account holder | $1,316 | $4,749-72.3% | $7,355-82.1% | $6,924-81.0% |