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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 | $102,196 | $80,812+26.5% | $160,784-36.4% | $82,448+24.0% |
| Participation rate | 16.4% | 66.2%-49.9pp | 77.0%-60.6pp | 68.1%-51.7pp |
| Annual return | 11.67% | 100.59%-88.9pp | 1803.92%-1792.3pp | 41.64%-30.0pp |
| Employer contribution / active EE | $603 | $2,174-72.3% | $3,733-83.9% | $2,551-76.4% |
| Participant deferral / active EE | $2,014 | $4,335-53.6% | $6,293-68.0% | $4,139-51.4% |
| Admin fee / account holder | $8,526 | $7,695+10.8% | $9,717-12.3% | $7,234+17.9% |