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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 | $114,359 | $30,437+275.7% | $56,033+104.1% | $74,459+53.6% |
| Participation rate | 11.3% | 32.9%-21.6pp | 52.5%-41.2pp | 67.2%-55.9pp |
| Annual return | 8.34% | 24.96%-16.6pp | 1711.38%-1703.0pp | 1369.70%-1361.4pp |
| Employer contribution / active EE | $560 | $610-8.2% | $1,041-46.2% | $2,626-78.7% |
| Participant deferral / active EE | $947 | $1,176-19.5% | $1,954-51.5% | $4,350-78.2% |
| Admin fee / account holder | $1,011 | $2,363-57.2% | $2,827-64.2% | $1,945-48.0% |