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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 | $95,136 | $52,450+81.4% | $129,295-26.4% | $74,546+27.6% |
| Participation rate | 21.4% | 53.8%-32.5pp | 69.6%-48.3pp | 67.2%-45.9pp |
| Annual return | 11.18% | 15.65%-4.5pp | 9429.28%-9418.1pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $689 | $1,532-55.1% | $4,157-83.4% | $2,624-73.8% |
| Participant deferral / active EE | $1,720 | $2,797-38.5% | $4,169-58.7% | $4,347-60.4% |
| Admin fee / account holder | $9,255 | $2,636+251.1% | $7,665+20.7% | $1,944+376.2% |