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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 | $28,624+476.0% | $53,647+207.3% | $82,637+99.5% |
| Participation rate | 24.0% | 47.3%-23.3pp | 56.3%-32.3pp | 68.1%-44.1pp |
| Annual return | 12.57% | 664.98%-652.4pp | 358.33%-345.8pp | 53.51%-40.9pp |
| Employer contribution / active EE | $810 | $637+27.3% | $962-15.8% | $2,552-68.3% |
| Participant deferral / active EE | $2,145 | $1,196+79.3% | $1,813+18.3% | $4,126-48.0% |
| Admin fee / account holder | $8,710 | $2,022+330.8% | $2,460+254.1% | $7,339+18.7% |