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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 | $121,557 | $29,319+314.6% | $52,425+131.9% | $82,448+47.4% |
| Participation rate | 21.1% | 46.9%-25.8pp | 55.6%-34.6pp | 68.1%-47.0pp |
| Annual return | 12.37% | 535.20%-522.8pp | 302.12%-289.8pp | 41.64%-29.3pp |
| Employer contribution / active EE | $589 | $586+0.5% | $914-35.6% | $2,551-76.9% |
| Participant deferral / active EE | $2,228 | $1,171+90.2% | $1,790+24.4% | $4,139-46.2% |
| Admin fee / account holder | $22,307 | $1,962+1036.9% | $2,495+794.1% | $7,234+208.3% |