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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 | $93,868 | $52,353+79.3% | $120,225-21.9% | $82,448+13.9% |
| Participation rate | 16.0% | 58.3%-42.3pp | 69.6%-53.6pp | 68.1%-52.1pp |
| Annual return | 10.36% | 61.85%-51.5pp | 439.23%-428.9pp | 41.64%-31.3pp |
| Employer contribution / active EE | $496 | $1,510-67.1% | $3,475-85.7% | $2,551-80.6% |
| Participant deferral / active EE | $2,401 | $2,627-8.6% | $3,999-40.0% | $4,139-42.0% |
| Admin fee / account holder | $21,283 | $4,363+387.8% | $5,696+273.6% | $7,234+194.2% |