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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 | $211,110 | $29,319+620.0% | $52,425+302.7% | $82,448+156.1% |
| Participation rate | 8.5% | 46.9%-38.4pp | 55.6%-47.2pp | 68.1%-59.6pp |
| Annual return | 13.49% | 535.20%-521.7pp | 302.12%-288.6pp | 41.64%-28.2pp |
| Employer contribution / active EE | $269 | $586-54.2% | $914-70.6% | $2,551-89.5% |
| Participant deferral / active EE | $584 | $1,171-50.1% | $1,790-67.4% | $4,139-85.9% |
| Admin fee / account holder | $5,148 | $1,962+162.4% | $2,495+106.4% | $7,234-28.8% |