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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 | $102,223 | $34,316+197.9% | $74,722+36.8% | $72,975+40.1% |
| Participation rate | 19.3% | 42.4%-23.1pp | 54.5%-35.1pp | 69.5%-50.2pp |
| Annual return | 11.10% | 26.58%-15.5pp | 753.11%-742.0pp | 81.01%-69.9pp |
| Employer contribution / active EE | $171 | $692-75.3% | $1,084-84.2% | $2,440-93.0% |
| Participant deferral / active EE | $957 | $1,272-24.8% | $1,963-51.3% | $3,608-73.5% |
| Admin fee / account holder | $900 | $2,125-57.6% | $3,335-73.0% | $5,124-82.4% |