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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 | $112,897 | $29,319+285.1% | $52,425+115.4% | $82,448+36.9% |
| Participation rate | 13.9% | 46.9%-33.0pp | 55.6%-41.7pp | 68.1%-54.2pp |
| Annual return | 10.71% | 535.20%-524.5pp | 302.12%-291.4pp | 41.64%-30.9pp |
| Employer contribution / active EE | $349 | $586-40.4% | $914-61.8% | $2,551-86.3% |
| Participant deferral / active EE | $1,335 | $1,171+13.9% | $1,790-25.5% | $4,139-67.8% |
| Admin fee / account holder | $3,291 | $1,962+67.7% | $2,495+31.9% | $7,234-54.5% |