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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 | $202,860 | $29,319+591.9% | $52,425+287.0% | $82,448+146.0% |
| Participation rate | 32.5% | 46.9%-14.4pp | 55.6%-23.1pp | 68.1%-35.6pp |
| Annual return | 13.60% | 535.20%-521.6pp | 302.12%-288.5pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,727 | $1,171+388.9% | $1,790+219.8% | $4,139+38.3% |
| Admin fee / account holder | $20,207 | $1,962+929.9% | $2,495+710.0% | $7,234+179.3% |