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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 | $213,763 | $34,316+522.9% | $74,723+186.1% | $72,976+192.9% |
| Participation rate | 7.4% | 42.4%-35.0pp | 54.5%-47.1pp | 69.5%-62.1pp |
| Annual return | 2.92% | 26.58%-23.7pp | 753.18%-750.3pp | 81.02%-78.1pp |
| Employer contribution / active EE | $462 | $692-33.2% | $1,084-57.4% | $2,440-81.1% |
| Participant deferral / active EE | $1,630 | $1,272+28.1% | $1,962-16.9% | $3,608-54.8% |
| Admin fee / account holder | $932 | $2,125-56.1% | $3,335-72.1% | $5,124-81.8% |