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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 | $83,359 | $29,319+184.3% | $52,425+59.0% | $82,448+1.1% |
| Participation rate | 25.0% | 46.9%-21.9pp | 55.6%-30.6pp | 68.1%-43.1pp |
| Annual return | 12.42% | 535.20%-522.8pp | 302.12%-289.7pp | 41.64%-29.2pp |
| Employer contribution / active EE | $571 | $586-2.7% | $914-37.6% | $2,551-77.6% |
| Participant deferral / active EE | $4,007 | $1,171+242.1% | $1,790+123.8% | $4,139-3.2% |
| Admin fee / account holder | $317 | $1,962-83.8% | $2,495-87.3% | $7,234-95.6% |