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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 | $164,860 | $29,319+462.3% | $52,425+214.5% | $82,448+100.0% |
| Participation rate | 24.0% | 46.9%-22.9pp | 55.6%-31.6pp | 68.1%-44.1pp |
| Annual return | 12.57% | 535.20%-522.6pp | 302.12%-289.6pp | 41.64%-29.1pp |
| Employer contribution / active EE | $810 | $586+38.1% | $914-11.4% | $2,551-68.2% |
| Participant deferral / active EE | $2,145 | $1,171+83.1% | $1,790+19.8% | $4,139-48.2% |
| Admin fee / account holder | $8,710 | $1,962+343.9% | $2,495+249.1% | $7,234+20.4% |