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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 | $137,090 | $43,496+215.2% | $161,489-15.1% | $64,340+113.1% |
| Participation rate | 26.4% | 53.5%-27.1pp | 78.7%-52.3pp | 55.2%-28.8pp |
| Annual return | 9.40% | 20.76%-11.4pp | 89.72%-80.3pp | 24.14%-14.7pp |
| Employer contribution / active EE | $955 | $1,431-33.3% | $4,268-77.6% | $1,862-48.7% |
| Participant deferral / active EE | $2,481 | $1,996+24.3% | $5,630-55.9% | $2,980-16.8% |
| Admin fee / account holder | $13,729 | $2,330+489.1% | $16,006-14.2% | $3,703+270.8% |