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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 | $125,095 | $73,107+71.1% | $114,563+9.2% | $87,485+43.0% |
| Participation rate | 48.8% | 65.8%-17.0pp | 72.9%-24.1pp | 68.9%-20.2pp |
| Annual return | 9.37% | 19.47%-10.1pp | 241.09%-231.7pp | 26.06%-16.7pp |
| Employer contribution / active EE | $976 | $1,881-48.1% | $2,592-62.3% | $2,596-62.4% |
| Participant deferral / active EE | $2,493 | $3,144-20.7% | $4,142-39.8% | $4,274-41.7% |
| Admin fee / account holder | $4,697 | $5,770-18.6% | $7,623-38.4% | $7,775-39.6% |