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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 | $88,171 | $29,667+197.2% | $56,441+56.2% | $80,874+9.0% |
| Participation rate | 10.3% | 41.7%-31.4pp | 52.5%-42.2pp | 67.6%-57.4pp |
| Annual return | 6.76% | 35.22%-28.5pp | 1704.21%-1697.5pp | 35.62%-28.9pp |
| Employer contribution / active EE | $472 | $669-29.5% | $1,039-54.6% | $2,756-82.9% |
| Participant deferral / active EE | $2,343 | $1,227+91.1% | $1,953+20.0% | $4,297-45.5% |
| Admin fee / account holder | $54,592 | $2,429+2147.1% | $2,829+1829.6% | $6,935+687.2% |