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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 | $29,736+232.9% | $56,033+76.7% | $80,935+22.3% |
| Participation rate | 24.1% | 41.7%-17.6pp | 52.5%-28.4pp | 67.7%-43.5pp |
| Annual return | 9.52% | 35.28%-25.8pp | 1711.38%-1701.9pp | 35.66%-26.1pp |
| Employer contribution / active EE | $324 | $671-51.8% | $1,041-68.9% | $2,757-88.3% |
| Participant deferral / active EE | $1,588 | $1,228+29.2% | $1,954-18.8% | $4,299-63.1% |
| Admin fee / account holder | $28,391 | $2,434+1066.6% | $2,827+904.3% | $6,924+310.0% |