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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 | $200,805 | $52,279+284.1% | $89,435+124.5% | $79,856+151.5% |
| Participation rate | 17.5% | 57.5%-40.0pp | 68.0%-50.4pp | 69.6%-52.1pp |
| Annual return | 11.36% | 22.16%-10.8pp | 245.55%-234.2pp | 31.71%-20.4pp |
| Employer contribution / active EE | $501 | $1,572-68.1% | $2,587-80.6% | $2,471-79.7% |
| Participant deferral / active EE | $1,452 | $2,740-47.0% | $3,890-62.7% | $3,741-61.2% |
| Admin fee / account holder | $8,103 | $3,356+141.4% | $4,884+65.9% | $5,306+52.7% |