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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 | $29,733+196.5% | $56,025+57.4% | $80,959+8.9% |
| Participation rate | 10.3% | 41.7%-31.5pp | 52.5%-42.3pp | 67.7%-57.4pp |
| Annual return | 6.76% | 35.28%-28.5pp | 1712.69%-1705.9pp | 35.67%-28.9pp |
| Employer contribution / active EE | $472 | $672-29.8% | $1,042-54.7% | $2,757-82.9% |
| Participant deferral / active EE | $2,343 | $1,229+90.6% | $1,955+19.9% | $4,300-45.5% |
| Admin fee / account holder | $54,592 | $2,434+2143.3% | $2,828+1830.2% | $6,925+688.3% |