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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 | $219,554 | $34,316+539.8% | $74,723+193.8% | $72,976+200.9% |
| Participation rate | 12.5% | 42.4%-29.9pp | 54.5%-42.0pp | 69.5%-57.0pp |
| Annual return | 16.10% | 26.58%-10.5pp | 753.18%-737.1pp | 81.02%-64.9pp |
| Employer contribution / active EE | $387 | $692-44.0% | $1,084-64.3% | $2,440-84.1% |
| Participant deferral / active EE | $1,478 | $1,272+16.2% | $1,962-24.7% | $3,608-59.0% |
| Admin fee / account holder | $4,264 | $2,125+100.7% | $3,335+27.9% | $5,124-16.8% |