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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 | $191,272 | $49,976+282.7% | $66,674+186.9% | $82,637+131.5% |
| Participation rate | 22.2% | 63.1%-40.9pp | 73.7%-51.5pp | 68.1%-45.8pp |
| Annual return | 13.34% | 39.09%-25.8pp | 321.24%-307.9pp | 53.51%-40.2pp |
| Employer contribution / active EE | $1,309 | $1,988-34.2% | $2,620-50.0% | $2,552-48.7% |
| Participant deferral / active EE | $2,269 | $2,847-20.3% | $4,084-44.4% | $4,126-45.0% |
| Admin fee / account holder | $71,728 | $4,594+1461.5% | $5,098+1307.0% | $7,339+877.4% |