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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 | $122,378 | $29,319+317.4% | $52,425+133.4% | $82,448+48.4% |
| Participation rate | 21.9% | 46.9%-25.0pp | 55.6%-33.7pp | 68.1%-46.2pp |
| Annual return | 12.14% | 535.20%-523.1pp | 302.12%-290.0pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,205 | $586+105.6% | $914+31.9% | $2,551-52.7% |
| Participant deferral / active EE | $4,543 | $1,171+287.8% | $1,790+153.7% | $4,139+9.7% |
| Admin fee / account holder | $25,467 | $1,962+1198.0% | $2,495+920.8% | $7,234+252.0% |