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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 | $58,258+84.7% | $81,820+31.5% | $80,925+32.9% |
| Participation rate | 24.0% | 63.5%-39.5pp | 72.4%-48.4pp | 67.7%-43.7pp |
| Annual return | 10.72% | 41.76%-31.0pp | 777.93%-767.2pp | 35.65%-24.9pp |
| Employer contribution / active EE | $694 | $2,345-70.4% | $2,915-76.2% | $2,756-74.8% |
| Participant deferral / active EE | $2,445 | $3,284-25.5% | $4,323-43.4% | $4,299-43.1% |
| Admin fee / account holder | $1,316 | $4,976-73.6% | $7,391-82.2% | $6,940-81.0% |