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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 | $146,417 | $28,624+411.5% | $53,647+172.9% | $82,637+77.2% |
| Participation rate | 17.1% | 47.3%-30.1pp | 56.3%-39.1pp | 68.1%-50.9pp |
| Annual return | 12.39% | 664.98%-652.6pp | 358.33%-345.9pp | 53.51%-41.1pp |
| Employer contribution / active EE | $151 | $637-76.2% | $962-84.3% | $2,552-94.1% |
| Participant deferral / active EE | $1,949 | $1,196+63.0% | $1,813+7.5% | $4,126-52.8% |
| Admin fee / account holder | $1,021 | $2,022-49.5% | $2,460-58.5% | $7,339-86.1% |