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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 | $153,236 | $28,624+435.3% | $53,647+185.6% | $82,637+85.4% |
| Participation rate | 36.7% | 47.3%-10.6pp | 56.3%-19.6pp | 68.1%-31.4pp |
| Annual return | 7.21% | 664.98%-657.8pp | 358.33%-351.1pp | 53.51%-46.3pp |
| Employer contribution / active EE | $442 | $637-30.6% | $962-54.1% | $2,552-82.7% |
| Participant deferral / active EE | $3,506 | $1,196+193.1% | $1,813+93.4% | $4,126-15.0% |
| Admin fee / account holder | $74,952 | $2,022+3607.4% | $2,460+2946.9% | $7,339+921.3% |