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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 | $104,943 | $29,319+257.9% | $52,425+100.2% | $82,448+27.3% |
| Participation rate | 39.3% | 46.9%-7.6pp | 55.6%-16.3pp | 68.1%-28.8pp |
| Annual return | 14.22% | 535.20%-521.0pp | 302.12%-287.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,957 | $1,171+152.4% | $1,790+65.1% | $4,139-28.6% |
| Admin fee / account holder | $1,383 | $1,962-29.5% | $2,495-44.5% | $7,234-80.9% |