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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 | $166,442 | $28,624+481.5% | $53,647+210.3% | $82,637+101.4% |
| Participation rate | 16.3% | 47.3%-31.0pp | 56.3%-40.0pp | 68.1%-51.8pp |
| Annual return | 13.98% | 664.98%-651.0pp | 358.33%-344.4pp | 53.51%-39.5pp |
| Employer contribution / active EE | $445 | $637-30.1% | $962-53.7% | $2,552-82.6% |
| Participant deferral / active EE | $1,720 | $1,196+43.8% | $1,813-5.1% | $4,126-58.3% |
| Admin fee / account holder | $1,277 | $2,022-36.9% | $2,460-48.1% | $7,339-82.6% |