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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 | $84,226 | $29,051+189.9% | $52,425+60.7% | $67,986+23.9% |
| Participation rate | 10.4% | 30.4%-20.0pp | 55.6%-45.2pp | 57.2%-46.8pp |
| Annual return | 12.13% | 24.00%-11.9pp | 302.12%-290.0pp | 31.67%-19.5pp |
| Employer contribution / active EE | $424 | $412+3.0% | $914-53.6% | $2,019-79.0% |
| Participant deferral / active EE | $450 | $873-48.5% | $1,790-74.9% | $3,358-86.6% |
| Admin fee / account holder | $513 | $2,113-75.7% | $2,495-79.5% | $3,203-84.0% |