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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 | $129,577 | $28,624+352.7% | $53,647+141.5% | $82,637+56.8% |
| Participation rate | 12.8% | 47.3%-34.5pp | 56.3%-43.5pp | 68.1%-55.2pp |
| Annual return | 12.40% | 664.98%-652.6pp | 358.33%-345.9pp | 53.51%-41.1pp |
| Employer contribution / active EE | $216 | $637-66.1% | $962-77.6% | $2,552-91.5% |
| Participant deferral / active EE | $1,790 | $1,196+49.6% | $1,813-1.3% | $4,126-56.6% |
| Admin fee / account holder | $596 | $2,022-70.5% | $2,460-75.8% | $7,339-91.9% |