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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 | $149,662 | $29,319+410.5% | $52,425+185.5% | $82,448+81.5% |
| Participation rate | 24.7% | 46.9%-22.2pp | 55.6%-30.9pp | 68.1%-43.4pp |
| Annual return | 12.01% | 535.20%-523.2pp | 302.12%-290.1pp | 41.64%-29.6pp |
| Employer contribution / active EE | $761 | $586+29.7% | $914-16.8% | $2,551-70.2% |
| Participant deferral / active EE | $1,726 | $1,171+47.3% | $1,790-3.6% | $4,139-58.3% |
| Admin fee / account holder | $7,437 | $1,962+279.0% | $2,495+198.1% | $7,234+2.8% |