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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 | $155,456 | $29,736+422.8% | $56,033+177.4% | $80,935+92.1% |
| Participation rate | 17.9% | 41.7%-23.8pp | 52.5%-34.6pp | 67.7%-49.8pp |
| Annual return | 6.41% | 35.28%-28.9pp | 1711.38%-1705.0pp | 35.66%-29.3pp |
| Employer contribution / active EE | $178 | $671-73.5% | $1,041-82.9% | $2,757-93.5% |
| Participant deferral / active EE | $2,372 | $1,228+93.1% | $1,954+21.4% | $4,299-44.8% |
| Admin fee / account holder | $1,209 | $2,434-50.3% | $2,827-57.2% | $6,924-82.5% |