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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 | $52,507+81.2% | $129,406-26.5% | $74,478+27.7% |
| Participation rate | 21.4% | 53.9%-32.5pp | 69.6%-48.3pp | 67.2%-45.9pp |
| Annual return | 11.18% | 15.64%-4.5pp | 9468.18%-9457.0pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $689 | $1,534-55.1% | $4,155-83.4% | $2,626-73.8% |
| Participant deferral / active EE | $1,720 | $2,801-38.6% | $4,167-58.7% | $4,350-60.5% |
| Admin fee / account holder | $9,255 | $2,639+250.7% | $7,689+20.4% | $1,946+375.6% |