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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 | $126,751 | $29,319+332.3% | $52,425+141.8% | $82,448+53.7% |
| Participation rate | 11.4% | 46.9%-35.4pp | 55.6%-44.2pp | 68.1%-56.6pp |
| Annual return | 14.42% | 535.20%-520.8pp | 302.12%-287.7pp | 41.64%-27.2pp |
| Employer contribution / active EE | $469 | $586-20.0% | $914-48.7% | $2,551-81.6% |
| Participant deferral / active EE | $2,289 | $1,171+95.4% | $1,790+27.9% | $4,139-44.7% |
| Admin fee / account holder | $17,957 | $1,962+815.2% | $2,495+619.7% | $7,234+148.2% |