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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 | $94,830 | $49,891+90.1% | $80,607+17.6% | $75,181+26.1% |
| Participation rate | 23.7% | 55.3%-31.6pp | 67.0%-43.3pp | 67.2%-43.5pp |
| Annual return | 12.49% | 34.67%-22.2pp | 936.11%-923.6pp | 160.69%-148.2pp |
| Employer contribution / active EE | $1,161 | $1,698-31.6% | $2,724-57.4% | $2,671-56.5% |
| Participant deferral / active EE | $3,404 | $2,991+13.8% | $4,448-23.5% | $4,126-17.5% |
| Admin fee / account holder | $23,987 | $3,578+570.5% | $5,379+345.9% | $5,650+324.6% |