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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 | $109,072 | $34,316+217.8% | $74,723+46.0% | $72,976+49.5% |
| Participation rate | 32.4% | 42.4%-10.1pp | 54.5%-22.1pp | 69.5%-37.1pp |
| Annual return | 6.30% | 26.58%-20.3pp | 753.18%-746.9pp | 81.02%-74.7pp |
| Employer contribution / active EE | $795 | $692+14.9% | $1,084-26.7% | $2,440-67.4% |
| Participant deferral / active EE | $2,892 | $1,272+127.4% | $1,962+47.4% | $3,608-19.8% |
| Admin fee / account holder | $6,663 | $2,125+213.6% | $3,335+99.8% | $5,124+30.0% |