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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 | $98,985 | $29,667+233.7% | $56,441+75.4% | $80,874+22.4% |
| Participation rate | 24.1% | 41.7%-17.5pp | 52.5%-28.4pp | 67.6%-43.5pp |
| Annual return | 9.52% | 35.22%-25.7pp | 1704.21%-1694.7pp | 35.62%-26.1pp |
| Employer contribution / active EE | $324 | $669-51.7% | $1,039-68.9% | $2,756-88.3% |
| Participant deferral / active EE | $1,588 | $1,227+29.4% | $1,953-18.7% | $4,297-63.1% |
| Admin fee / account holder | $28,391 | $2,429+1068.6% | $2,829+903.5% | $6,935+309.4% |