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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 | $142,784 | $48,011+197.4% | $63,803+123.8% | $82,637+72.8% |
| Participation rate | 23.1% | 66.6%-43.5pp | 72.7%-49.6pp | 68.1%-45.0pp |
| Annual return | 9.85% | 19.84%-10.0pp | 543.72%-533.9pp | 53.51%-43.7pp |
| Employer contribution / active EE | $1,007 | $1,904-47.1% | $2,532-60.2% | $2,552-60.5% |
| Participant deferral / active EE | $1,840 | $2,846-35.4% | $3,843-52.1% | $4,126-55.4% |
| Admin fee / account holder | $3,439 | $3,873-11.2% | $5,196-33.8% | $7,339-53.1% |