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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 | $142,351 | $49,897+185.3% | $80,648+76.5% | $75,177+89.4% |
| Participation rate | 37.9% | 55.3%-17.4pp | 67.0%-29.1pp | 67.2%-29.3pp |
| Annual return | 10.11% | 34.68%-24.6pp | 937.21%-927.1pp | 160.75%-150.6pp |
| Employer contribution / active EE | $1,647 | $1,699-3.1% | $2,724-39.5% | $2,671-38.3% |
| Participant deferral / active EE | $2,466 | $2,992-17.6% | $4,443-44.5% | $4,126-40.2% |
| Admin fee / account holder | $4,301 | $3,579+20.2% | $5,382-20.1% | $5,651-23.9% |